Mentored Estate Planning Associate for Growth

CALMOI; Singapore; Hybrid; SGD 42,000 - 62,000; Full time

Benefits offered by this job

Direct 1-to-1 mentorship

Specialized training in estate/legacy

Structured career progression

Flexible working arrangements

Performance-based incentives

Job summary

CALMOI in Singapore is seeking motivated individuals to join our Estate Planning Associates team. You will be mentored by a high-performing senior consultant and receive close guidance as you grow in the role.

You will advise clients on wills and trusts, build long-term relationships, and develop expertise through structured mentorship, training and licensing support. Flexible working arrangement offered.

Qualifications

• Minimum Diploma in any discipline.
• Good communication and interpersonal skills.
• Driven, disciplined and self-motivated.
• Genuine interest in helping families plan for their future.
• Prior sales, customer service, financial experience is an advantage.

Responsibilities

• Understand clients' needs and long-term goals through consultations.
• Guide clients through estate and legacy planning, including wills and trusts.
• Build and maintain long-term client relationships.

Skills

Good communication and interpersonal

Driven, disciplined and self-motivated

Genuine interest in helping families

Prior sales, customer service, finance

Education

Diploma (any discipline)

Job description

CALMOI in Singapore is seeking motivated individuals to join our Estate Planning Associates team. You will be mentored by a high-performing senior consultant and receive close guidance as you grow in the role.

You will advise clients on wills and trusts, build long-term relationships, and develop expertise through structured mentorship, training and licensing support. Flexible working arrangement offered.