Personal Finance & Estate Planning Advisor

PLACEMENT PROFESSIONALS; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

PLACEMENT PROFESSIONALS in Singapore is seeking a proactive financial planning professional to deliver comprehensive advisory services to clients, including personal financial planning, wills and estate planning, HNWI planning, and general insurance.

You will clearly explain complex financial concepts, apply sales techniques to identify client needs, and provide personalised advice aligned with each client's goals.

Qualifications

• Degree or Diploma in a relevant field.
• Demonstrated maturity and outgoing personality to engage clients effectively.
• Proven communication and sales skills to drive client acquisition and retention.
• Relevant experience in financial advisory or related services.

Responsibilities

• Deliver customised financial planning services to clients seeking personal financial planning, wills and estate planning, HNWI planning, and general insurance solutions.
• Explain complex financial concepts in a clear and accessible manner to help clients make informed decisions and establish confidence.
• Apply effective sales techniques to understand client requirements and recommend suitable financial products and services.
• Draw on relevant experience to evaluate clients' financial circumstances and formulate personalised advice aligned with their objectives.

Skills

Communication skills

Sales skills

Client engagement

Education

Degree or Diploma in a relevant field

Job description

PLACEMENT PROFESSIONALS in Singapore is seeking a proactive financial planning professional to deliver comprehensive advisory services to clients, including personal financial planning, wills and estate planning, HNWI planning, and general insurance.

You will clearly explain complex financial concepts, apply sales techniques to identify client needs, and provide personalised advice aligned with each client's goals.