Wealth & Estate Planning Advisor

Placement Professionals, LLC; Singapore; On-site; SGD 50,000 - 80,000; Full time

Job summary

Placement Professionals, LLC is seeking a Financial Services Consultant to help clients with comprehensive financial planning and advisory services, including wealth planning, estate planning, and insurance solutions.

You will service diverse clients, provide personalized guidance, and build deep expertise in personal financial planning, will and estate planning, HNWI planning, and GI insurance while fostering trusted relationships and ongoing client support.

Qualifications

• A Degree or Diploma required.
• Mature and outgoing personality.
• Excellent communication and sales skills.
• Relevant experience in financial services or advisory roles.

Responsibilities

• Provide comprehensive financial planning and advisory services to clients.
• Deliver personal financial planning, wills and estate planning guidance.
• Assist in high-net-worth client planning and insurance solutions.
• Build and maintain strong client relationships and trust.

Skills

Communication skills

Sales skills

Mature and Outgoing

Education

Degree or Diploma

Job description

Placement Professionals, LLC is seeking a Financial Services Consultant to help clients with comprehensive financial planning and advisory services, including wealth planning, estate planning, and insurance solutions.

You will service diverse clients, provide personalized guidance, and build deep expertise in personal financial planning, will and estate planning, HNWI planning, and GI insurance while fostering trusted relationships and ongoing client support.