Estate Planning Consultant

Success Human Resource Centre; Singapore; On-site; SGD 56,000 - 167,000; Full time

Benefits offered by this job

Competitive commission

Performance bonuses

Hybrid work arrangement

Flexible hours

Job summary

Success Human Resource Centre Pte Ltd invites motivated individuals to join as Estate Planning Consultants. You will meet clients to assess wealth, assets, and legacy needs, and provide guidance on preservation and distribution strategies.

Build lasting client relationships and present structured plans with internal specialists. Flexible working hours and a hybrid arrangement are available, with performance-based incentives linked to client portfolio growth.

Qualifications

• Strong interpersonal and communication skills are essential.
• Self-motivated and eager to learn and grow in wealth planning.
• Customer service or sales background is advantageous.

Responsibilities

• Meet and engage with clients to understand estate planning needs.
• Provide guidance on wealth preservation, legacy planning and asset distribution.
• Build and maintain long-term client relationships with advisory support.
• Conduct client presentations, reviews and consultations.
• Collaborate with internal specialists to deliver holistic planning solutions.
• Stay updated with market and regulatory developments and participate in training.

Skills

Interpersonal skills

Communication skills

Self-motivation

Sales experience

Education

Diploma (any discipline)

Job description

- Permanent
- $5,000 - $15,000
- Monday to Friday: 9am - 6pm (Flexible timing!)
- Central Region

Job Responsibilities:

We are seeking motivated individuals to join us as an Estate Planning Consultant to help clients plan and protect their wealth, assets, and legacy for future generations.

• Meet and engage with clients to understand their financial and estate planning needs.
• Provide guidance on wealth preservation, legacy planning, and asset distribution solutions.
• Build and maintain long-term relationships with clients through professional advisory support.
• Conduct client presentations, reviews, and consultations.
• Work closely with internal specialists and partners to provide holistic planning solutions.
• Continuously upgrade industry knowledge and stay updated with market and regulatory developments.
• Participate in training, mentorship, and professional development programs.

Period:

• Permanent

Location:

• Central Region

Working hours:

• Monday to Friday: 9am - 6pm
• Hybrid work arrangement available
• Monday - Friday schedule with flexible client meeting arrangements
• $5,000 - $15,000
• Basic salary with attractive commission structure
• Performance bonuses and incentive schemes available
• Income potential based on performance and client portfolio growth

Job Requirements:

• Minimum Diploma in any discipline.
• Mid-career switchers are welcome to apply.
• Strong interpersonal and communication skills.
• Self-motivated and willing to learn.
• Customer service, banking, insurance, recruitment, hospitality, or sales experience will be advantageous.
• Comfortable meeting clients and building professional relationships.
• Candidates with entrepreneurial mindset and strong drive for career growth are preferred.