Hybrid Wealth & Legacy Planning Consultant

Success Human Resource Centre; Singapore; Híbrido; SGD 56.000 - 167.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive commission

Performance bonuses

Hybrid work arrangement

Flexible hours

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Interpersonal skills

Communication skills

Self-motivation

Sales experience

Educación

Diploma (any discipline)

Descripción del empleo

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.