Estate Planning Specialist

2 weeks ago

Central Region, Singapore Luna Research Group Pte Ltd Full time $80,000 - $120,000 per year

We are looking for highly motivated individuals to groom as our Estate Strategy Specialist. Initial salary will be dependent on candidate's experience.

Job Scope:

* Expand business contacts and increase client base for company.

* Perform financial needs analysis and value add to client's objective primarily in Estate and Legacy planning.

* Implement strategies and sales processes to identify, target and acquire clients across various wealth spectrums.

* Front end sales related role with a focus on handling client's investment portfolios and updating on market movement.

* Develop relationships with new and existing clients in order to expand the business.

* Organize and invite clients for Estate Planning events.

* Keeping abreast of current events, critical issues, and relevant news.

Remuneration Package & Benefits:

* 2 day sponsored Certified Estate Planner course with certification (valued at $1,500)

* Fast track career progression.

* Fixed salary of up to $5,000 per month for the first 3 months probation period.

* Thereafter, remuneration based on basic + commissions. (upwards of $5,000)

* Career development training will be provided.

* Monthly trainings by Top Fund Houses, Investment trainers and Lawyers on Estate Planning strategies

Requirements:

* Full A Level Cert, Local Polytechnic Diploma or Degree in any field.

* Strong communication and time management skills.

* Research and presentation skills, especially in explaining market events.

* Ability to organise and track overlapping tasks and assignments, with frequent priority changes

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