Estate Planner

GOLDTECH RESOURCES PTE LTD; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial advisory firm in Singapore is seeking an experienced Estate Planner to provide advisory support on wealth distribution and asset protection. In this role, you will engage with clients, recommend estate planning strategies, and maintain long-term relationships. Ideal candidates should have a degree in finance or related fields, possess strong communication skills, and be self-driven. This position offers an opportunity to contribute to clients' long-term financial security in a professional environment.

Qualifications

• Diploma or Degree in Finance, Business, Estate Planning, Law or related fields.
• Experience in wealth management, insurance advisory, financial planning or estate planning is an advantage.
• Strong communication and relationship‑building skills.
• High level of professionalism, integrity and client confidentiality.
• Self‑driven with strong follow‑through.

Responsibilities

• Engage clients to understand their financial situation and planning goals.
• Recommend suitable estate planning strategies.
• Educate clients on estate planning concepts.
• Prepare estate planning proposals and documentation.
• Maintain strong rapport and follow‑up with clients.
• Collaborate with legal and financial partners.
• Conduct regular reviews to update client plans.
• Maintain accurate records and ensure compliance.
• Participate in outreach, workshops or seminars.

Job description

About the Role

We are seeking a driven and client-focused Estate Planner to provide advisory support on wealth distribution, asset protection and legacy planning. This role is ideal for someone who enjoys building long‑term client relationships and delivering structured financial solutions that support family security and future planning.

As an Estate Planner, you will guide clients through the full process of understanding their assets, identifying objectives, and recommending suitable estate planning tools such as wills, trusts, nominations and insurance strategies.

Key Responsibilities

• Engage clients to understand their financial situation, asset portfolio and long‑term planning goals.
• Recommend suitable estate planning strategies, including wills, trusts, assignments, nominations and insurance‑based solutions.
• Educate clients on estate planning concepts and ensure clarity on legal, financial and procedural requirements.
• Prepare estate planning proposals and documentation for client review and approval.
• Maintain strong rapport and follow‑up with clients to support ongoing financial planning needs.
• Collaborate with legal and financial partners to ensure accurate and compliant estate planning implementation.
• Conduct regular reviews to update client plans as their circumstances change.
• Maintain accurate records and ensure adherence to regulatory and compliance requirements.
• Participate in outreach, workshops or seminars to expand client engagement and visibility.

Requirements

• Diploma or Degree in Finance, Business, Estate Planning, Law or related fields.
• Experience in wealth management, insurance advisory, financial planning or estate planning is an advantage.
• Strong communication and relationship‑building skills with the ability to explain complex concepts simply.
• High level of professionalism, integrity and client confidentiality.
• Self‑driven with strong follow‑through and a passion for helping clients achieve long‑term financial security.
• Certification in estate planning, financial advisory or trust services will be an added advantage.

Please send your detailed resume in MS Word format to [e-mail] with:

• Education Level
• Working experiences
• Each employment background
• Reason for leaving each employment
• Last drawn salary
• Expected salary
• Date of availability