Legacy & Wealth Advisor

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

Job summary

PLACEMENT PROFESSIONALS is seeking highly motivated professionals to join its expanding legacy protection and fiduciary advisory division. You will counsel asset owners on wealth preservation, long-term asset structuring, and multi-generational legacy design, in a consultative, client-centered role.

You will build deep client relationships, evaluate portfolios, and collaborate with seasoned trust planners to deliver end-to-end capital architectures for high-net-worth clients in Singapore and

Qualifications

• Strong interpersonal and relationship-building skills.
• Self-reliant with a business owner mindset and milestone orientation.
• Experience in financial advisory, banking, wealth management, insurance, or relationship management is an advantage.
• Practicing Wealth Advisors, Premier Relationship Managers, and ambitious individuals entering the advisory field are invited to submit their credentials.
• Advance your consultative trajectory by guiding clients to accumulate, defend, and distribute assets securely.

Responsibilities

• Offer strategic counsel to private individuals, family units, and corporate founders regarding asset allocation, generational inheritance, and corporate succession planning.
• Build long-term client relationships through networking, referrals, and strategic partnerships.
• Execute deep-dive portfolio evaluations and propose bespoke instruments covering asset defense, pension distributions, trust creation, and wealth transitions.
• Collaborate with trust planners and private wealth practitioners to distribute end-to-end capital architectures.

Job description

PLACEMENT PROFESSIONALS is seeking highly motivated professionals to join its expanding legacy protection and fiduciary advisory division. You will counsel asset owners on wealth preservation, long-term asset structuring, and multi-generational legacy design, in a consultative, client-centered role.

You will build deep client relationships, evaluate portfolios, and collaborate with seasoned trust planners to deliver end-to-end capital architectures for high-net-worth clients in Singapore and