Estate & legacy Planning Consultant

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...

Roles & Responsibilities Job Description Join our dedicated team in helping families plan ahead with peace of mind. As an Estate & Legacy Planning Consultant , you will play a meaningful role in guiding individuals through important life planning decisions, including afterlife and estate arrangements. Roles & Responsibilities Provide Pre-Planning...

We are expanding our team of Estate Planning Consultants — passionate people who want meaningful, flexible work helping others make sense of wills, LPAs, and legacy planning.This is a sales advisory role. Prior sales / client-service experience is an advantage but not required. We will give comprehensive training on the subject matter and guidance on...

Join a lifestyle-driven estate consultancy network. As an Affluent Estate Consultant, you'll help families make confident, informed decisions on wills, LPAs and legacy planning using tools and partnerships.What to expect:Structured training on estate planning & client consultationsAccess to live leads & partnership projectsCommission-based earningsFlexible...

YOUR NEW JOB As a Wealth Planning Director , you'll advise UHNW and HNW clients on estate, legacy, and fiduciary structures while driving business growth for the firm's Singapore office. You'll work closely with internal teams and external partners to deliver integrated wealth planning solutions and expand the Group's regional fiduciary and insurance...

We need a professional Estate Solutions Consultant who provides advice and services related to wealth, financial and legacy estate planning. Key Responsibilities Conduct in-depth discussions with clients to understand their financial objectives, risk profile, and long-term goals. Evaluate existing assets and liabilities to formulate a comprehensive solution...

Assisting clients to make sound property-purchasing decisions.Finding clients in need of consultancy services through cold-calling, advertising, and business presentations.Analyzing market trends and demographics to identify the most sought-after and profitable areas.Consulting with clients to identify their needs, preferences, and financial...

**Job description** **Business Development Sales Manager** **Responsibilities**: - Work closely with the team to achieve monthly quota - Developing growth strategies and plans - Managing and retaining relationships with clients - Identifying and mapping business strengths and customer needs - Reporting on successes and areas needing improvements -...

Roles & Responsibilities YOUR NEW JOB As a Wealth Planning Director , you’ll advise UHNW and HNW clients on estate, legacy, and fiduciary structures while driving business growth for the firm’s Singapore office. You’ll work closely with internal teams and external partners to deliver integrated wealth planning solutions and expand the Group’s...

Roles & Responsibilities We need a professional Estate Solutions Consultant who provides advice and services related to wealth, financial and legacy estate planning. Key Responsibilities Conduct in-depth discussions with clients to understand their financial objectives, risk profile, and long-term goals. Evaluate existing assets and liabilities to formulate...