Family Wealth Consultant

Unicorn; Singapore; On-site; SGD 60,000 - 120,000; Full time

Benefits offered by this job

Purpose-driven team

Long-term partnerships

Dynamic environment

Legacy-building

Job summary

Unicorn in Singapore seeks a Family Wealth Consultant to empower investors with comprehensive wealth planning, property strategies, and investment advisory across life stages.

You will build personalized plans, protect and grow wealth, and partner with families to create lasting legacies. Strong communication, empathy, and problem-solving are essential.

Join a purpose-driven team committed to stewardship over sales and helping clients achieve financial freedom.

Qualifications

• Singaporeans or PR only
• Minimum A Level or Diploma
• Compassionate heart committed to improving lives
• Values integrity and demonstrates strong humility to learn and grow
• Excellent communication and interpersonal skills
• Strong problem-solving abilities and keen attention to detail

Responsibilities

• Develop and implement personalized family wealth plans for investors
• Advise on investments, risk management, legacy, and succession planning
• Serve as a strategic partner to families, building long-term relationships
• Analyze financial information and provide holistic, actionable recommendations
• Collaborate with internal and external experts to deliver integrated solutions
• Educate and empower investors to make confident, informed financial decisions

Skills

Communication

Interpersonal skills

Problem-solving

Attention to detail

Integrity

Humility to learn

Education

A Level or Diploma

Job description

As a Family Wealth Consultant at Unicorn, you will play a pivotal role in empowering investors to take ownership of their financial futures. You will deliver comprehensive family wealth planning, strategising property investment, investment advisory, and stewardship — guiding investors through every stage of life and across all market conditions.

Working closely with individuals and families, you will craft tailored solutions to protect, grow, and preserve wealth for generations to come.

Key Responsibilities

• Develop and implement personalized family wealth plans for investors
• Advise on investments, risk management, legacy, and succession planning
• Serve as a strategic partner to families, building long-term relationships
• Analyze financial information and provide holistic, actionable recommendations
• Collaborate with internal and external experts to deliver integrated solutions
• Educate and empower investors to make confident, informed financial decisions

Academic & Personal Qualifications

• Singaporeans or PR only
• Minimum A Level or Diploma
• A compassionate heart committed to improving lives
• Values integrity and demonstrates strong humility to learn and grow
• Excellent communication and interpersonal skills
• Strong problem-solving abilities and keen attention to detail

Who We’re Looking For

• Individuals determined to live a Freehold Life. Those who take ownership of their journey — who seek clarity, mastery, and purpose in their decisions, and believe that financial freedom is a means to live life on their own terms.
• Professionals determined to achieve financial independence. Those who wish to understand not just how to make money, but how to manage, grow, and preserve it — so they can support other families, pursue their passions, and build lasting legacies.
• Achievers determined to accumulate wealth with wisdom and integrity. Learners who appreciate that wealth is built through discipline, patience, and insight — and who want to learn from industry professionals who have done it the right way.

Why Join Unicorn?

• Join a purpose-driven team that values stewardship over sales
• Work alongside investors who appreciate partnership and long-term impact
• Grow your expertise in a dynamic, supportive environment
• Help build legacies that extend far beyond wealth

Who Unicorn Is Suitable for?

For those who aspire to live a life they design, not one dictated by circumstance,

Unicorn offers the platform, guidance, and community to make it real.

At Unicorn, we don’t just invest in portfolios.

We invest in people — starting with you.

Are you ready to help investors achieve a Freehold Life?