Legacy Planning Specialist

Vortex Staffing, Inc.; Singapore; On-site; SGD 67,000 - 112,000; Full time

Benefits offered by this job

Structured training

Mentorship and professional support

Performance-based commission

Quarterly bonus

Career development

Job summary

Vortex Staffing, Inc. is seeking motivated individuals for Legacy Planning Specialists in Singapore to support clients with wealth protection, succession, and legacy planning. You will build relationships, assess goals, and provide tailored financial solutions.

The role emphasizes client-facing responsibilities, ongoing reviews, and adherence to regulatory requirements. A diploma is required, strong communication is essential, and training will be provided.

Qualifications

• Diploma or equivalent qualification.
• Strong communication and interpersonal skills.
• Client-facing role experience preferred.
• Sales, banking, insurance or wealth management experience advantageous.
• Training 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, referrals and relationship building.
• Provide ongoing client servicing and regular reviews.
• Maintain proper documentation and comply with regulatory requirements.
• Participate in structured training and professional development.

Skills

Client relationships

Communication skills

Self-motivated

Sales experience

Education

Diploma or equivalent

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