We are looking for dedicated individuals to join our team as Estate Planners. In this role, you will work closely with clients to develop strategies that protect and transfer their wealth effectively. You will receive structured training and direct mentorship from a senior professional with a Master's degree in Asset & Wealth Management from a recognised local university.

This is an excellent opportunity for individuals passionate about financial planning and advisory work, including those new to the field.

Key Responsibilities

• Estate Planning: Assist clients in formulating estate plans, including wills, trusts, and asset distribution strategies
• Client Advisory: Provide clear, personalised guidance on wealth protection, legacy planning, and asset transfer
• Relationship Management: Build long-term relationships to understand clients' needs and ensure their wishes are honoured
• Regulatory Awareness: Stay updated on estate laws, tax regulations, and planning best practices to provide accurate advice
• Business Development: Proactively identify and engage new clients to grow your portfolio
• Mentorship & Training: Benefit from hands-on coaching by a senior industry expert to enhance your technical and advisory skills

What We Offer

• Personalised mentorship from a Master's-level advisor
• Performance-based remuneration: Commission + Bonuses
• Flexible working schedule to support work-life balance
• Structured development in estate and legacy planning
• Inclusive, team-oriented environment with a strong learning culture

Requirements

• Singapore Citizen
• Strong communication and interpersonal skills
• Interest in financial advisory, estate planning, or client service
• Self-motivated, ethical, and committed to continuous learning
• No prior experience required-training will be provided