Legacy Wealth Planner for Families

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

Benefits offered by this job

Purpose-driven team

Long-term partnerships

Dynamic environment

Legacy-building

Job summary

Unicorn in Singapore seeks a Family Wealth Consultant to empower investors with comprehensive wealth planning, property strategies, and investment advisory across life stages.

You will build personalized plans, protect and grow wealth, and partner with families to create lasting legacies. Strong communication, empathy, and problem-solving are essential.

Join a purpose-driven team committed to stewardship over sales and helping clients achieve financial freedom.

Qualifications

• Singaporeans or PR only
• Minimum A Level or Diploma
• Compassionate heart committed to improving lives
• Values integrity and demonstrates strong humility to learn and grow
• Excellent communication and interpersonal skills
• Strong problem-solving abilities and keen attention to detail

Responsibilities

• Develop and implement personalized family wealth plans for investors
• Advise on investments, risk management, legacy, and succession planning
• Serve as a strategic partner to families, building long-term relationships
• Analyze financial information and provide holistic, actionable recommendations
• Collaborate with internal and external experts to deliver integrated solutions
• Educate and empower investors to make confident, informed financial decisions

Skills

Communication

Interpersonal skills

Problem-solving

Attention to detail

Integrity

Humility to learn

Education

A Level or Diploma

Job description

Unicorn in Singapore seeks a Family Wealth Consultant to empower investors with comprehensive wealth planning, property strategies, and investment advisory across life stages.

You will build personalized plans, protect and grow wealth, and partner with families to create lasting legacies. Strong communication, empathy, and problem-solving are essential.

Join a purpose-driven team committed to stewardship over sales and helping clients achieve financial freedom.