Legacy Planning Specialist

VORTEX STAFFING; Singapore; On-site; SGD 45,000 - 112,000; Full time

Benefits offered by this job

Performance-based commission

Quarterly bonus

Structured training and career develop

Mentorship and professional support

Job summary

VORTEX STAFFING in Singapore seeks motivated Legacy Planning Specialists to help clients protect wealth, plan succession, and secure their legacy. You will assess client goals, build relationships, and offer tailored wealth planning solutions.

This full-time role includes structured training, performance-based commissions, quarterly bonuses, and ongoing career development within a supportive team. You will network, conduct reviews, and ensure compliant documentation.

Qualifications

• Diploma or equivalent qualification.
• Strong communication and interpersonal skills.
• Comfortable in a client-facing role.
• Self-motivated and results-oriented.
• Experience in sales, banking, insurance, wealth management or customer-facing roles will be an advantage.
• Candidates from other backgrounds with relevant transferable skills are welcome.
• Training will be provided.

Responsibilities

• Understand clients’ financial goals and legacy planning needs.
• Build and maintain professional client relationships.
• Provide suitable financial and wealth planning solutions based on clients’ needs.
• Develop new business opportunities through networking and relationship building.
• Provide ongoing client servicing and regular reviews.
• Maintain proper documentation and comply with relevant regulatory requirements.
• Participate in structured training and professional development.

Skills

Communication skills

Interpersonal skills

Client-facing

Self-motivated

Results-oriented

Relationship building

Education

Diploma or equivalent qualification

Job description

We are looking for motivated individuals to join our team as Legacy Planning Specialists, supporting clients with their wealth protection, succession and legacy planning needs.

Key Responsibilities

• Understand clients’ financial goals and legacy planning needs.
• Build and maintain professional client relationships.
• Provide suitable financial and wealth planning solutions based on clients’ needs.
• Develop new business opportunities through networking, referrals and relationship building.
• Provide ongoing client servicing and regular reviews.
• Maintain proper documentation and comply with relevant regulatory requirements.
• Participate in structured training and professional development.

Requirements

• Diploma or equivalent qualification.
• Strong communication and interpersonal skills.
• Comfortable in a client-facing role.
• Self-motivated and results-oriented.
• Experience in sales, banking, insurance, wealth management or customer-facing roles will be an advantage.
• Candidates from other backgrounds with relevant transferable skills are welcome.
• Training will be provided.

Remuneration & Benefits

• Monthly remuneration: $4,000 – $10,000
• Performance-based commission
• Quarterly bonus
• Structured training and career development
• Mentorship and professional support

Working Arrangement

• Full-time
• Monday to Friday
• Singapore