
Estate Planning Professional
2 weeks ago
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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