Financial Consultant (Estate & Trust Planning)

CanWorkOne.SG Employment Pte Ltd; Singapore; On-site; SGD 60,000 - 90,000; Full time

Benefits offered by this job

Structured training

Mentorship

Access to affluent clients

Performance-based pay

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Interpersonal skills

Relationship-building

Self-motivated

Entrepreneurial mindset

Financial advisory experience

Job description

Financial Consultant (Estate & Trust Planning)

Build Wealth. Protect Legacies. Make a Difference.

We're looking for driven and relationship-focused individuals to join our growing Estate & Trust Planning team. If you're passionate about helping clients preserve wealth, plan for the future, and leave a lasting legacy, this is an opportunity to build a rewarding advisory career.

What You'll Do

• 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.

What We Offer

• Specialise in a fast-growing and high-value area of financial advisory.
• Structured training, mentorship, and continuous professional development.
• Access to affluent and high-potential client segments.
• Attractive performance-based remuneration with uncapped earning potential.
• A meaningful career helping clients protect their wealth and secure their family's future.

What We're Looking For

• 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.
• Existing Financial Consultants, Relationship Managers, and aspiring advisers are welcome to apply.

CanWorkOne.SG Employment Pte Ltd | EA License No. 26C3357

EA Personnel: Tan Soon Hock (Steven) | Registration No. R1109889