Estate Strategy Specialist

6 days ago

Singapore LUNA RESEARCH GROUP PTE. LTD. Full time
Roles & Responsibilities

We are looking for highly motivated individuals to groom as our Estate Strategy Specialist. We will offer a fixed based salary during the probation period depending on candidate's experience.

Job Scope:

* Expand business contacts and increase client base for company.

* Perform financial needs analysis and value add to client's objective primarily in Estate and Legacy planning.

* Implement strategies and sales processes to identify, target and acquire clients across various wealth spectrums.

* Front end sales related role with a focus on handling client's investment portfolios and updating on market movement.

* Develop relationships with new and existing clients in order to expand the business.

* Organize and invite clients for Estate Planning events.

* Keeping abreast of current events, critical issues, and relevant news.

Remuneration Package & Benefits:

* 2 day sponsored Certified Estate Planner course with certification (valued at $1,500)

* Fast track career progression.

* Fixed salary of up to $5,000 per month for the first 3 months probation period.

* Thereafter, remuneration based on basic + commissions. (upwards of $5,000)

* Career development training will be provided.

* Monthly trainings by Top Fund Houses, Investment trainers and Lawyers on Estate Planning strategies

Requirements:

* Full A Level Cert, Local Polytechnic Diploma or Degree in any field.

* Strong communication and time management skills.

* Research and presentation skills, especially in explaining market events.

* Ability to organise and track overlapping tasks and assignments, with frequent priority changes

Tell employers what skills you have

Leadership
Analytical Skills
Career Development
Needs Analysis
Economics
Strategy
Attention to Detail
Estate Planning
Financial Analysis
Writing Skills

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