Financial Consultant (Estate & Trust Planning)
5000 - 7000 SGDFull-time
CANWORKONE.SG EMPLOYMENT PTE. LTD.
Financial Consultant (Estate & Trust Planning)
Build Wealth. Protect Legacies. Make a Difference.
We're looking for driven and relationship-focused individuals to join our growing Estate & Trust Planning team. If you're passionate about helping clients preserve wealth, plan for the future, and leave a lasting legacy, this is an opportunity to build a rewarding advisory career.
What You'll Do
- Advise individuals, families, and business owners on holistic wealth, estate, and succession planning.
- Build long-term client relationships through networking, referrals, and strategic partnerships.
- Conduct financial reviews and recommend tailored solutions for wealth protection, retirement, trusts, and legacy planning.
- Work alongside experienced estate planning and wealth specialists to deliver comprehensive financial solutions.
What We Offer
- Specialise in a fast-growing and high-value area of financial advisory.
- Structured training, mentorship, and continuous professional development.
- Access to affluent and high-potential client segments.
- Attractive performance-based remuneration with uncapped earning potential.
- A meaningful career helping clients protect their wealth and secure their family's future.
What We're Looking For
- Strong interpersonal and relationship-building skills.
- Self-motivated, entrepreneurial, and results-driven.
- Experience in financial advisory, banking, wealth management, insurance, or relationship management is an advantage.
- Existing Financial Consultants, Relationship Managers, and aspiring advisers are welcome to apply.
Take the next step in your advisory career and become a trusted partner in helping clients build, protect, and pass on their wealth with confidence.
CanWorkOne.SG Employment Pte Ltd | EA License No. 26C3357
EA Personnel: Tan Soon Hock (Steven) | Registration No. R1109889
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant (Estate & Trust Planning) in Singapore vacancy
7000 - 10000 SGD
...Financial Planning Consultant Turn Financial Goals Into a Clearer Plan for Tomorrow. Finance isn't just about numbers. It's about the plans behind them. We're looking for motivated individuals who enjoy working with people and want to develop a career in financial...8000 - 10000 SGD
...looking for candidates to join their expanding business as an Estate Planning Consultant. Key Responsibilities: Develop and maintain strong... ...’s degree ~5+ years of relevant experience within financial services ~ Experience in life insurance, estate planning...8000 - 10000 SGD
...looking for candidate to join their expanding business as an Estate Planning Consultant. Key Responsibilities: Build strong relationships... ...Bachelor’s degree ~5+ years of relevant experience within financial services ~ Experience in life insurance, estate planning...4000 - 6000 SGD
...Estate Planning Consultant Job Summary We are seeking a driven field sales representative to engage prospects, propose tailored investment solutions... ...looking to build a dynamic, rewarding career in financial sales. Responsibilities Develop comprehensive knowledge...5000 - 30000 SGD
...business owners achieve long-term financial security through professional financial planning and wealth management. Whether... ...As a Financial Planning Consultant, you will: Conduct comprehensive... ...savings, retirement planning, and estate planning. Build and maintain long...8000 - 27000 SGD
...Propseller was recognised by the Financial Times as the #1 Fastest-Growing Real Estate Company in APAC and by Times as... ...team of top-producing Real Estate Consultants, each closing an average of 52 sales... ..., degree preferred; You are a trusted advisor with strong willingness...3000 - 4000 SGD
...Financial & Estate Analyst Associate 1. Client Services / Sales & Business Development 2. Investment... ...& Strategies 3. Legal & Estate Planning 1. Receives training and performs duties... ...plans (wills, revocable/irrevocable trusts, life insurance trusts, charitable vehicles...3000000 - 6000000 SGD
...Company Overview Fort Financial is an agency unit representing HSBC... ..., Wealth Management, and Consultancy with integrity and diligence... ...tailored financial consulting and planning solutions to clients while... ...client relationships to foster trust and repeat business...2500 - 10000 SGD
...services. Engage with prospects and clients interested in real estate deals. Communicate with clients to understand their property... ...market. Strong oral and written communication skills. Dada Consultants Pte. Ltd. EA No.:18S9037 | Registration No.:R22107790...3000 - 15000 SGD
...Build a Career of Excellence with a Trusted Agency Culture At Andrew Ang & Associates... ...Excellence"—a proven framework that empowers our consultants to achieve professional milestones while... ...Back-to-Back Integrity Champions: Our financial partners won the prestigious Prudential...12000 - 18000 SGD
...to someone with strong technical finance grounding in the real estate / REIT sector, who is also comfortable extending into governance... ...oversight. Key Responsibilities Lead and manage a team across financial reporting, FP&A, and treasury/finance operations spanning the...2000 - 6250 SGD
...Job Summary The Insurance Agent or Investment Specialist acts as a trusted financial partner, delivering holistic financial planning, investment advice, retirement strategies, and portfolio reviews to individuals and businesses via face-to-face and digital channels....2000 - 5000 SGD
...Conduct comprehensive fact-finding discussions to understand clients’ financial goals Evaluate client information to develop appropriate... ...framework with stable monthly payouts ✅Opportunities to build trusted long-term client relationships ✅A dynamic and supportive team...3500 - 5000 SGD
...2 I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more. ' Our Financial Planning partner is seeking individuals who are motivated and committed to building a long-term career in the financial advisory industry...8000 - 12000 SGD
...please browse our Company Page to find out more. ' As a Financial Consultant , you'll collaborate with individuals, families, and... ...accumulation, investment, protection, retirement, and legacy planning Conduct financial assessments and suggest appropriate strategies...3000 - 6000 SGD
...opportunities? Manulife is seeking experienced Financial Services Consultants to join its established advisory team... ..., retirement, investment and legacy planning. You will conduct comprehensive... ...financial advice. You enjoy building trusted relationships, continuously...2000 - 10000 SGD
...browse our Company Page to find out more. ' Our client is a Financial Advisory firm with one of the oldest insurers in Singapore. They... .../Planner position. The role centers on delivering financial planning, investment, and insurance solutions to both individual...3000 - 4000 SGD
...Job Summary Support the Tech department by managing financial planning, budgeting, expense analysis, and reporting. Collaborate with stakeholders to ensure budget adherence, optimize costs, and provide actionable financial insights for effective decision-making. Responsibilities...5000 - 10000 SGD
...a career path toward leadership roles in financial services. This role is designed for people... ...A seat at the table in strategic planning sessions with senior managers Real-world... ...Cultivate lasting client relationships built on trust What We're Looking For: A Local...5000 - 10000 SGD
...Join One of Singapore's Premier Financial Advisory Firms Build a... ...for 2 full - time Financial Consultants with at least 1 year of experience... .... Comprehensive Financial Planning Help clients build long-... ...Accumulation Legacy & Estate Planning Proprietary Critical...2000 - 6000 SGD
...Description INSCAPE PTE. LTD. is supporting the recruitment of Financial Consultants for Belief Advisors, an agency under Great Eastern Financial... ...that combines deep financial knowledge, active investment planning, and meaningful client relationships? Wealth management is...2000 - 5000 SGD
...database Conduct fact-finding interviews to identify clients’ financial objectives Analyse client data to recommend suitable... ...framework with stable monthly payouts ✅Opportunities to build trusted long-term client relationships ✅A dynamic and supportive team...4000 - 12000 SGD
...more. ' We empower individuals to take control of their financial future through expert, innovative, and personalised wealth strategies... ...training, mentorship, and a supportive environment to help consultants grow and succeed while serving clients’ wealth management needs...1500 - 6000 SGD
...expanding its team and seeking motivated individuals to join us as Financial Consultants . This role is ideal for fresh graduates, career switchers,... ...solutions (protection, wealth accumulation, retirement planning, risk management). Build and maintain strong client relationships...4000 - 7000 SGD
...please browse our Company Page to find out more. ' We are seeking candidates who are interested in pursuing a career in the Financial Advisory industry. Roles & Responsibilities Build comprehensive knowledge of the range of financial products in order to provide...5000 - 7000 SGD
...AND we UNDERSTAND what you want. The Role: A Career as a Financial Consultant is meant to be challenging yet exciting We are looking... ...the future for families and their loved ones Helping clients plan for long-term financial security Customise solutions to help...10000 - 12000 SGD
...Job Description: · Providing financial advice based on clients’ financial and protection needs · Providing recommendation to clients on wealth accumulation and legacy planning · Providing corporate solutions for business entities · Delivering a high level of professional...5000 - 10000 SGD
...professionals with a platform to achieve both financial stability and long-term growth. Join us as a Financial Consultant and leverage our structured training and proven... ...understand their needs and goals Financial Planning – Draft personalized portfolios and solutions...2000 - 10000 SGD
...Our client is a Financial Advisory firm with one of the oldest insurers in Singapore. They have many openings for the Financial Advisor/Planner position The position focuses on providing financial planning, investment, and insurance solutions to both individual clients and...500 - 1000 SGD
...Thereafter Pte. Ltd. is a Singapore-based estate planning and Wills drafting company. We support... ...succession, probate, estate administration, trusts and business succession may arise in... ...to provide legal advice, legal opinions, financial advice or other regulated professional...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant (Estate & Trust Planning). Be the first to apply!
