Wealth & Estate Planning Advisor

WEALTH ASIA LLP; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services firm in Singapore seeks a professional Estate Solutions Consultant to provide expert guidance on wealth, financial, and estate planning. The consultant will conduct detailed discussions with clients, evaluate their financial situations, and implement tailored solutions. Responsibilities include advising on property investments, wealth transfer strategies, and ensuring compliance with Singapore's regulations. The role demands strong relationship-building skills and the ability to generate new business leads.

Responsibilities

• Provide advice and services for wealth, financial, and estate planning.
• Conduct discussions with clients to understand financial objectives.
• Evaluate assets and liabilities to formulate solution strategies.
• Implement sales strategies to achieve targets.
• Advise on property acquisition, leasing, and investment due diligence.
• Strategize on wealth transfer using legal tools.
• Prospect and generate new business leads.
• Present proposals and close transactions.
• Build strong client relationships.
• Stay updated on market trends and regulations.
• Conduct feasibility studies and analyses.
• Ensure compliance with Singapore's legal frameworks.
• Manage the client's journey and maintain records.
• Liaise with internal teams and external professionals.

Job description

A financial services firm in Singapore seeks a professional Estate Solutions Consultant to provide expert guidance on wealth, financial, and estate planning. The consultant will conduct detailed discussions with clients, evaluate their financial situations, and implement tailored solutions. Responsibilities include advising on property investments, wealth transfer strategies, and ensuring compliance with Singapore's regulations. The role demands strong relationship-building skills and the ability to generate new business leads.