Estate Planning Associate

CALMOI; Singapore; Híbrido; SGD 42.000 - 62.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Direct 1-to-1 mentorship

Specialized training in estate/legacy

Structured career progression

Flexible working arrangements

Performance-based incentives

Descripción de la vacante

CALMOI in Singapore is seeking motivated individuals to join our Estate Planning Associates team. You will be mentored by a high-performing senior consultant and receive close guidance as you grow in the role.

You will advise clients on wills and trusts, build long-term relationships, and develop expertise through structured mentorship, training and licensing support. Flexible working arrangement offered.

Formación

• Minimum Diploma in any discipline.
• Good communication and interpersonal skills.
• Driven, disciplined and self-motivated.
• Genuine interest in helping families plan for their future.
• Prior sales, customer service, financial experience is an advantage.

Responsabilidades

• Understand clients' needs and long-term goals through consultations.
• Guide clients through estate and legacy planning, including wills and trusts.
• Build and maintain long-term client relationships.

Conocimientos

Good communication and interpersonal

Driven, disciplined and self-motivated

Genuine interest in helping families

Prior sales, customer service, finance

Educación

Diploma (any discipline)

Descripción del empleo

We are looking for motivated individuals to join our team as Estate Planning Associates. You will be personally mentored by an experienced, high-performing senior consultant with a strong track record in estate and legacy planning, and receive close guidance as you grow in the role.

About Us

We are part of one of the largest insurance companies in Singapore. Our practice specialises in estate planning, helping individuals and families protect their wealth, plan for the future and ensure a smooth transfer of assets to their loved ones.

What You Will Do

• Understand clients' needs and long-term goals through consultations
• Guide clients through estate and legacy planning, including wills and trusts
• Build and maintain long-term client relationships

1-to-1 Mentorship

Unlike many roles where newcomers are left to figure things out on their own, you will work directly under a top-performing senior consultant with years of experience in estate planning. You will receive:

• Personal 1-to-1 coaching and regular guidance
• Joint client appointments to learn by observing real estate planning cases
• Hands-on training in estate planning, client consultations and practice management
• Proven systems and workflows used by an established practice
• Full support with exam preparation and licensing
• Ongoing feedback to help you grow your skills and confidence

Requirements

• Minimum Diploma in any discipline
• Good communication and interpersonal skills
• Driven, disciplined and self-motivated
• Genuine interest in helping families plan for their future
• Prior sales, customer service, financial experience is an advantage

What We Offer

• Direct 1-to-1 mentorship from an experienced and high-performing senior consultant
• Specialized training in estate and legacy planning
• A niche specialization that sets you apart
• Structured career development and clear progression opportunities
• Flexible working arrangements
• Attractive commissions and performance-based incentives
• A supportive team environment