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Legacy Planning

3 weeks ago

Geylang, Singapore HRFirst Full time

Are you an aspiring professional in Singapore with a zeal for financial security and trust management? Picture yourself embarking on a career where you gain invaluable insights and receive personalized guidance from seasoned industry experts

**Why Choose Us?**

Join our team as a Trust & Financial Advisor and unlock a world of opportunities:

- Expert Guidance: Benefit from one-on-one mentorship by seasoned professionals with extensive experience in trust management and financial planning.
- Hands-On Expertise: Immerse yourself in real-world trust scenarios and learn through practical, on-the-job training.
- Tailored Development: Receive personalized guidance to hone your strengths and sculpt a successful career in trust and finance.
- Industry Prowess: Gain profound knowledge from mentors who have mastered the art of financial security and trust preservation.

**What's In It For You?**
- Specialized Training: Attain vital certifications in trust management and financial planning through MAS-accredited courses, enhanced by mentorship.
- Financial Backing: Access our exclusive Trust & Financial Advisor Funding Programme to support your initial years in the industry.
- Rewarding Benefits: Embrace a culture of excellence with competitive incentives, bonuses, and exclusive opportunities.
- Flexible Opportunities: Balance work commitments with other pursuits with a schedule tailored to your professional growth.

**Roles & Responsibilities**:

- Advise clients on various types of trusts available and recommend the most suitable options based on their financial goals and circumstances.
- Assist clients in creating, managing, and updating trusts to ensure they align with the client's wishes and legal requirements.
- Provide guidance on investment strategies within trusts to maximize growth while minimizing risk.
- Educate clients on the tax implications of trusts and help them develop tax-efficient strategies.
- Offer ongoing monitoring and review of trust performance and adjust strategies as needed.
- Collaborate with legal professionals and accountants to ensure a comprehensive approach to client trust needs.

**Entry-Level: SGD 40,000 - SGD 80,000 per year**

**Salary**: $40,000.00 - $80,000.00 per year

**Education**:

- Local Polytechnic Diploma (preferred)

Work Location: In person