Estate Planner: Build Legacies & Protect Wealth

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

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.