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 26 days ago
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