Wealth & Estate Strategy Associate

Wealth Asia LLP; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial advisory firm in Singapore is seeking an experienced Estate Solutions Assistant Consultant. In this role, you will provide expert advice on wealth and estate planning, evaluate client objectives, and develop tailored strategies. The ideal candidate will have strong analytical skills and the ability to maintain long-term client relationships. This position requires a comprehensive understanding of Singapore's financial regulations and market trends.

Qualifications

• Proven experience in wealth, financial, or legacy estate planning.
• Strong analytical skills with attention to detail.
• Ability to build and maintain client relationships.

Responsibilities

• Conduct in-depth discussions with clients to understand their financial objectives.
• Evaluate existing assets to formulate solution strategies.
• Advise on property acquisition and wealth transfer strategies.

Job description

A financial advisory firm in Singapore is seeking an experienced Estate Solutions Assistant Consultant. In this role, you will provide expert advice on wealth and estate planning, evaluate client objectives, and develop tailored strategies. The ideal candidate will have strong analytical skills and the ability to maintain long-term client relationships. This position requires a comprehensive understanding of Singapore's financial regulations and market trends.