Estate Planning Advisor

1 week ago


Singapore SYNERGY FINANCIAL ADVISERS LTD. Full time
About Synergy Financial Advisers Ltd.
We are a forward-thinking financial services company dedicated to empowering our clients with knowledge and strategies to achieve their financial aspirations. Our team of experts is committed to delivering tailored solutions that address the unique needs of each client.

Role Details
We are seeking an experienced Estate Planning Advisor to join our team. As an Estate Planning Advisor, you will play a critical role in helping clients create comprehensive estate plans that protect their assets and loved ones. Key responsibilities include:
  • Collaborating with clients to understand their estate planning goals and objectives.
  • Developing and implementing customized estate plans to ensure clients' wishes are carried out.

Requirements
To succeed in this role, you will need:
  • A degree or diploma in law, finance, or a related field.
  • Strong analytical and problem-solving skills, with the ability to communicate complex concepts in a clear and concise manner.

Benefits and Opportunities
We offer a competitive compensation package, including opportunities for professional growth and development.
  • Will Planning

    4 days ago


    Singapore Council of Estate Planning Full time

    Job Description: 85% of Singaporean have not written their Will yet! If you are passionate about helping people, this may be the career you are looking for As a Will Planning Associate, your role is to approach customers and introduce them to Council of Estate Planning (CEP) lawyers & Estate Planning Specialists. You will be a one point contact to your...


  • Singapore LIGHTHOUSE CANTON PTE. LTD. Full time

    About Lighthouse Canton Pte. Ltd.Founded in 2014, we are a leading investment management firm with approximately $3.5+ billion in Assets Under Management (AUM).We focus on managing funds with uncorrelated investment strategies, providing investors with the opportunity to achieve consistent returns across market cycles.The Trust and Estate Advisor role...

  • Real Estate Advisor

    5 days ago


    Singapore DRUCE & CO PTE. LTD. Full time

    We are looking for enthusiastic, passionate, and self-motivated Real Estate Advisors (REA) to join our team to help accelerate our growth in this part of the world. Be part of shaping the new era of Druce as an Advisor with a salaried career, uncapped commissions, and benefits through an exciting and dynamic journey. Consult for clients by understanding...


  • Singapore CATALYST WEALTH ADVISORY PTE. LTD. Full time

    Catalyst Wealth Advisory Pte. Ltd. is a pioneering firm in the financial services industry, driven by a passion for delivering exceptional client outcomes.Our MissionWe strive to create long-lasting relationships with our clients by understanding their unique needs and goals. Our team's expertise spans former bankers and industry experts, ensuring a...


  • Singapore Real Estate Analytics Pte Ltd Full time

    At Real Estate Analytics, we are using 3D Virtual Tours to showcase real estate properties using technology. **Job Description**: - Manage 3D scan requests and appointments - Capture and upload 3D scan of customer’s properties - Communicate with customers to deliver high-quality customer service - Review and edit 3D scans for best...


  • Singapore PGIM Real Estate Full time

    PGIM is the diversified asset management business of Prudential Financial, Inc. (NYSE: PRU). With $1.2 trillion in assets under management, and 47 offices spanning 18 countries, PGIM is among the world’s largest asset managers. Comprised of six self-governing asset management divisions, each PGIM business offers a distinct workplace culture that aligns...


  • Singapore SMTP CONSULT PTE. LTD. Full time

    Our client is currently seeking a dedicated **Conveyancing and Estate Planning Lawyer **to join their reputable law firm based in Singapore. In this role, you will handle a mix of real estate and wills and trusts matters, playing a key role in property transactions and estate planning. As a Conveyancing and Estate Planning Lawyer, you will provide expert...


  • Singapore PGIM Real Estate Full time

    PGIM is the diversified asset management business of Prudential Financial, Inc. (NYSE: PRU). With $1.4 trillion in assets under management, and 38 offices spanning 16 countries, PGIM is among the world’s top-10 largest asset managers. Comprised of seven self-governing asset management divisions, each PGIM business offers a distinct workplace culture that...


  • Singapore TRIPLE BOND SERVICES PTE. LTD. Full time

    At TRIPLE BOND SERVICES PTE. LTD., we are seeking a highly skilled Estate Planning Expert to join our team.Company OverviewWe provide comprehensive estate planning services to individuals and families, helping them to create a clear and effective plan for the distribution of their assets.Salary and BenefitsThe successful candidate will receive a competitive...


  • Singapore PGIM Real Estate Full time

    PGIM is the diversified asset management business of Prudential Financial, Inc. (NYSE: PRU). With $1.4 trillion in assets under management, and 38 offices spanning 16 countries, PGIM is among the world’s top-10 largest asset managers. Comprised of seven self-governing asset management divisions, each PGIM business offers a distinct workplace culture that...


  • Singapore DLXSG VENTURES Full time

    Transform LivesAs an Independent Financial Advisor, you will have the opportunity to make a real difference in people's lives by providing unbiased financial advice and empowering them to achieve their goals. With access to a broadened product suite, including mortgage loan options from multiple institutions and estate planning expertise, you will be able to...

  • Executive Assistant

    1 week ago


    Singapore SMTP CONSULT PTE. LTD. Full time

    About Our Client:SMTP Consult Pte. Ltd. is a prestigious law firm in Singapore seeking a dedicated professional to join their legal team as an Executive Assistant - Estate Planning.In this role, you will play a crucial part in supporting the lawyers, providing essential assistance with case preparation, research, and documentation related to wills, trusts,...


  • Singapore TRIPLE BOND SERVICES PTE. LTD. Full time

    We are seeking a skilled and experienced Legacy Management Advisor to join our team at TRIPLE BOND SERVICES PTE. LTD.Job DescriptionThis is an exciting opportunity for a motivated and organized individual to work in our estate planning team.Key Responsibilities:Assessing clients' needs and developing personalized estate plans.Drafting and reviewing Wills,...

  • Real Estate Advisor

    6 days ago


    Singapore DRUCE & CO PTE. LTD. Full time

    We are looking to hire registered Real Estate Salespersons (RES) to join our International Property Marketing Team targeting sales of foreign properties with the chance of business travels. This is a great opportunity for someone looking to grow their real estate career and be part of the pioneer team of a growing international real estate...


  • Singapore PRECEPTS TRUSTEE LTD. Full time

    **Roles & Responsibilities**: - Collaborate Manage legal aspects of wills, trust setup, estate and trust administration, perform comprehensive reviews of financial statements for trust structures, review documents pertaining to the establishment and continuation of private and complex trusts and ensure compliance with all relevant law and governance...


  • Singapore Advisor Alliance Group Full time

    Company Advisor Alliance Group Designation Investment and Risk Specialist Date Listed 04 Mar 2025 Job Type Entry Level / Junior Executive - Full/PermPart/TempIntern/TS Job Period Immediate Start, Permanent Profession Banking / Finance Industry Finance Location Name Raffles Place, UOB Plaza 1, Singapore Address 80 Raffles Pl, Singapore...


  • Singapore Alpha Advisor Full time

    This is an outstanding opportunity for any aspiring Financial Advisor who aims to build their own financial advice business or join an already established wealth management practice. We are looking for like-minded, dedicated and driven young individuals with the correct values to serve people in the financial services industry to provide clients with...

  • Real Estate Advisor

    4 days ago


    Singapore Ohmyhome Full time

    Job Description: - Assist clients in choosing a property and deliver sales quota.- - Oversee the promotion of property sales on advertisement media and listing services.- - Meet with prospects and clients interested in properties to offer them real estate deals.- - Communicate with clients to identify their requirements and choice of property.- - Oversee the...


  • Singapore INFINAXIS CAPITAL MANAGEMENT PTE. LTD. Full time

    **FINANCE, RESEARCH AND DUE DILIGENCE IN REAL ESTATE **Role Description** Support the real estate due diligence, research and investment activities of the Company and provide support in real estate deal origination, qualification and closure. In this capacity, you will assist in financial review and modelling, real estate due diligence and feasibility...


  • Singapore Manulife Full time

    **Position Responsibilities**: - Collaborate with financial representatives to design and develop customized wealth plans for clients. - Provide basic tax guidance related to estate planning, including estate tax, gift tax, and income tax considerations. - Integrate estate planning components with overall financial planning strategies to optimize client...