Investment Specialist
Willia Estate is seeking an Investment Specialist in Singapore to manage client assets and build professional relationships. The role involves conducting client meetings, recommending investment products, and developing sustainable portfolios. Candidates are required to hold a degree or diploma and obtain CMFAS certifications. This position focuses on financial advice, lead generation, and client retention.
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Experience
Experience not specified
Function
Finance
Work mode
Onsite, Singapore
Company
Tier 2
What you will work on
Willia Estate is seeking an Investment Specialist in Singapore to manage client assets and build professional relationships. The role involves conducting client meetings, recommending investment products, and developing sustainable portfolios. Candidates are required to hold a degree or diploma and obtain CMFAS certifications. This position focuses on financial advice, lead generation, and client retention.
TAL's take
Tier 2 company with clearly defined but standard financial advisory responsibilities.
Well-defined responsibilities for a standard investment specialist role, though lacking specific technical requirements.
Watchouts
- commission only
Must haves
- Singaporean/PRs
- Diploma Holder or Bachelor's Degree
- Excellent interpersonal skills
- Complete CMFAS papers and certification
About the company
unfamiliar company, default mid-tier
Posts mentioning Willia Estate
Any one read William Dalrymple?
I got many books by him, coz the names intrigued me. But haven't been able to start Anyone who has good reviews of his books?
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