Wealth & Estate Planning Advisor

Summit Planners Pte Ltd; Singapore; Sur place; SGD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Professional Training & Certifications

Integrated Wealth & Estate Planning E"

Structured Lead Generation & Business

Attractive Quarterly Performance Bonu

Résumé du poste

Summit Planners Pte Ltd in Singapore invites driven individuals to pivot into a meaningful career in Financial Services, Wealth Management and Estate Planning. You will help clients protect wealth, plan legacies, and achieve financial confidence.

We offer professional training, access to an integrated planning ecosystem, and structured lead generation with supportive business development. Attractive quarterly bonuses are available for high performers. DM for confidential chat.

Qualifications

• Excellent communication and interpersonal skills.
• Ability to build and maintain long-term client relationships.
• Willingness to learn and pursue professional certifications.

Responsabilités

• Help individuals and families work towards their financial goals through holistic financial and estate planning.
• Provide guidance on financial protection, wealth accumulation, legacy preservation, and estate planning solutions.
• Build meaningful, long-term client relationships based on trust and professionalism.
• Develop expertise in wealth management, financial advisory, and legacy planning.

Connaissances

Strong communication

Relationship-building

Self-motivated

Proactive learner

Interest in financial planning

Description du poste

Summit Planners Pte Ltd in Singapore invites driven individuals to pivot into a meaningful career in Financial Services, Wealth Management and Estate Planning. You will help clients protect wealth, plan legacies, and achieve financial confidence.

We offer professional training, access to an integrated planning ecosystem, and structured lead generation with supportive business development. Attractive quarterly bonuses are available for high performers. DM for confidential chat.