Estate Planning Professional

2 weeks ago


Singapore beBeePlanning Full time $1,800 - $2,500

About the Role:

We are seeking a skilled estate planning professional to provide tailored advice on estate and financial planning to clients. This is a unique opportunity to work with clients, understanding their needs, and developing solutions that meet their goals.

Key Responsibilities:

  • Provide comprehensive estate and financial planning advice to clients.
  • Analyse client data to develop tailored solutions.
  • B
  • uild strong relationships with clients through regular communication.
  • Achieve sales and service targets through effective team collaboration.

Requirements:

  • Polytechnic or University Graduate in relevant field.
  • Minimum age 21 and above.
  • Strong analytical, communication, and interpersonal skills.
  • Self-motivated, disciplined, and eager to learn.
  • Estate or financial planning experience is an advantage.

What We Offer:

We offer a dynamic work environment that fosters growth and development. As an estate planning professional, you will have opportunities to expand your skill set and take on new challenges.



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