Wealth & Estate Strategy Associate

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...

We need a professional Estate Solutions Assistant 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...

**Do you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you! In this exciting role, you will play a vital role by...

We need a professional Estate Solutions Consultant who provides advice and services related to wealth, financial and legacy estate planning.Key ResponsibilitiesConduct 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...

In this exciting role, you will play a vital role by providing comprehensive wealth management solutions to our affluent clientele. You will be instrumental in understanding their unique financial needs and aspirations, assisting in crafting personalized strategies, sales prospecting, achieving sales targets, and ensuring their portfolios remain aligned with...

We need an Estate Planner to focus on the comprehensive management, structuring, and legal transfer of a client's wealth and assets to their chosen beneficiaries, both during their lifetime and after death.Key responsibilitiesConducting Comprehensive Reviews: Analysing the client's total financial situation, including assets (e.g., property, investments,...

**Wealth Management Associate** Get a head start to achieving financial independence by being your own boss! Why get trapped in the corporate rat race for years? Only to face possible stagnation, burn-out, or retrenchment, before realising it is not right for you? Think of the opportunity cost and time lost. Join the dynamic team at CO Wealth Advisory and...

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...

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...

**Job Scope**: - Expand business contact and increase client base for company. - Perform financial needs analysis and value add to client’s objective. - Implement strategies and sales processes to identify, target and acquire clients across various wealth spectrum. - Handle client’s investment portfolios and update market movement. - Develop...