Estate Planning Strategy Professional

5 days ago


Singapore beBeeEstate Full time $40,000 - $60,000
Strategic Estate Advisor Opportunity

We are seeking a highly motivated and strategic professional to expand our business network, build client relationships, and develop estate planning strategies.

The ideal candidate will have excellent communication, time management, research, and presentation skills, as well as the ability to organize and prioritize tasks effectively.

Key responsibilities include:

  • Expanding business contacts and increasing client base through strategic outreach and relationship building
  • Conducting financial needs analysis and providing value-added services to clients in estate planning
  • Implementing sales processes and strategies to target and acquire new clients across various wealth spectrums
  • Developing and maintaining strong relationships with new and existing clients to drive business growth

Professional Development Opportunities
Fast-track career progression, 2-day sponsored Certified Estate Planner course with certification, career development training, and regular trainings by top fund houses, investment experts, and lawyers on estate planning strategies.



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