Estate & Trust Planning Advisor | Wealth Builder

CanWorkOne.SG Employment Pte Ltd; Singapore; Presencial; SGD 60 000 - 90 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Structured training

Mentorship

Access to affluent clients

Performance-based pay

Resumo da oferta

CanWorkOne.SG Employment Pte Ltd is seeking a Financial Consultant specializing in estate and trust planning in Singapore. You’ll advise individuals, families, and business owners on comprehensive wealth, estate, and succession strategies, building lasting relationships through referrals and partnerships.

Join a team that provides structured training, mentorship, and access to affluent client segments, with attractive, performance-based remuneration and meaningful career impact in wealth

Qualificações

• Strong interpersonal and relationship-building skills.
• Self-motivated, entrepreneurial, and results-driven.
• Experience in financial advisory, banking, wealth management, insurance, or relationship management is an advantage.

Responsabilidades

• Advise individuals, families, and business owners on holistic wealth, estate, and succession planning.
• Build long-term client relationships through networking, referrals, and strategic partnerships.
• Conduct financial reviews and recommend tailored solutions for wealth protection, retirement, trusts, and legacy planning.
• Work alongside experienced estate planning and wealth specialists to deliver comprehensive financial solutions.

Conhecimentos

Interpersonal skills

Relationship-building

Self-motivated

Entrepreneurial mindset

Financial advisory experience

Descrição da oferta de emprego

CanWorkOne.SG Employment Pte Ltd is seeking a Financial Consultant specializing in estate and trust planning in Singapore. You’ll advise individuals, families, and business owners on comprehensive wealth, estate, and succession strategies, building lasting relationships through referrals and partnerships.

Join a team that provides structured training, mentorship, and access to affluent client segments, with attractive, performance-based remuneration and meaningful career impact in wealth