Estate Solutions Consultant

WEALTH ASIA LLP; Singapore; On-site; SGD 50,000 - 80,000; Full time

Job summary

A financial advisory firm in Singapore is seeking a knowledgeable advisor to assist clients in achieving their financial goals. The ideal candidate will conduct detailed discussions, offer tailored proposals, and maintain strong client relationships while ensuring compliance with local regulations. Strong communication and financial product knowledge are essential for success in this role.

Qualifications

• Strong understanding of financial products and services.
• Excellent communication and interpersonal skills.
• Proven ability in client relationship management.

Responsibilities

• Conduct in-depth discussions with clients to understand financial objectives.
• Advise on wealth transfer and protection tools.
• Manage and track the client's journey while maintaining records.

Job description

Key Responsibilities

• Conduct in-depth discussions with clients to understand their financial objectives, risk profile, and long-term goals.
• Evaluate existing assets and liabilities to formulate a comprehensive solution strategy.
• Advise on property acquisition, disposition, leasing, investment due diligence, and portfolio restructuring.
• Advise and strategize on wealth transfer, preservation, and protection, primarily utilizing tools like Wills, Trusts, CPF Nominations, and Lasting Power of Attorney (LPA).
• Actively prospect and generate new business leads to expand the client base and meet sales targets.
• Present tailored proposals and close transactions for consultancy services or deals.
• Build and maintain strong, long-term relationships with clients, positioning as a trusted advisor.
• Stay abreast of the latest market trends, regulations (e.g., CEA, MAS, IRAS), and government policies (e.g., cooling measures, tax laws).
• Conduct feasibility studies, comparative market analyses (CMA), or financial modelling to support recommendations.
• Ensure all advice and transactions are fully compliant with Singapore's legal and regulatory frameworks.
• Manage and track the client's journey and maintaining meticulous records.
• Liaise with internal teams and external professionals (e.g., bankers, accountants, lawyers) to ensure seamless delivery of the client solutions.