Estate Strategy Specialist

1 week ago


Queenstown, Singapore SOUL & ASSOCIATES Full time

As an Estate Planner, you will be responsible for helping clients protect and manage their wealth through effective estate planning strategies. You will work with individuals and families to ensure their estates are organized, taxes are minimized, and their assets are protected. This role offers an opportunity to learn from an expert mentor with a Master’s degree in Asset & Wealth Management from a local university, while developing your skills in estate planning.

Key Responsibilities:

- Estate Planning: Develop comprehensive estate plans for clients, including wills, trusts, and asset distribution strategies.
- Client Advisory: Provide guidance to clients on protecting their wealth and ensuring their wishes are respected after they pass away.
- Relationship Management: Build strong relationships with clients to understand their needs and provide personalized advice.
- Research and Analysis: Stay informed about the latest estate planning strategies, tax laws, and regulatory changes to offer informed advice.
- Sales and Business Development: Actively seek new clients and opportunities, ensuring growth in your client base and earning performance-based commissions.
- Mentorship: Receive hands-on training and mentorship from an expert with a Master’s degree in Asset & Wealth Management, enhancing your skills and knowledge in this specialized field.

**Job Types**: Full-time, Fresh graduate

Pay: $2,237.86 - $8,528.36 per month

**Benefits**:

- Flexible schedule

Supplemental Pay:

- Commission pay
- Performance bonus

**Education**:

- Local Polytechnic Diploma (required)

Work Location: Hybrid remote in Singapore 119960



  • Queenstown, Singapore William Tan Organisation Full time

    **We're Hiring: Social Media Marketing Specialist** Are you a creative soul with a passion for digital trends and storytelling? If you love transforming ideas into eye-catching content and building brand presence online, we want you on our team! Join us as a Social Media Marketing Specialist and help shape the voice of our brand across major...

  • Wealth Specialist

    5 hours ago


    Queenstown, Singapore Assurance Resource Management Pte Ltd Full time

    **Join Our Team as a Wealth Specialist - Strategic Wealth Management** Are you passionate about crafting tailored investment solutions and driving exceptional portfolio performance? Join our dynamic team of experts, with a client-centric approach and a team of dedicated professionals, we foster innovation, collaboration, and growth and shape the future of...


  • Queenstown, Singapore Equinix Full time

    Regional Procurement Specialist Equinix is the world’s digital infrastructure company, operating 240+ data centers across the globe and providing interconnections to all the key clouds and networks. Businesses need one place to simplify and bring together fragmented, complex infrastructure that spans private and public cloud environments. Our global...

  • Marketing Executive

    5 hours ago


    Queenstown, Singapore RYAN'S GROCERY (S) PTE. LTD. Full time

    Are you passionate about gourmet experiences and premium products? Join our team at Ryan's Grocery (S) Pte Ltd, a leading gourmet grocery and restaurant dedicated to delivering exceptional quality and service to our discerning clientele. We are at the forefront of innovation and tradition, shaping the future of gourmet retail and dining experiences. As we...


  • Queenstown, Singapore DFDS Full time

    **£**30,000 - £35,000** Are you our next Campaign Marketing Specialist? DFDS in Dover are expanding the route marketing team on the Eastern Channel with an exciting new role. An emphasis on the delivery of our Duty-Free retail product propositions (support Marcomms for the Duty-Free shops in France and onboard) and Duty-Free content calendar across all...

  • Marketing Specialist

    5 hours ago


    Queenstown, Singapore CognaLearn Pte Ltd Full time

    **CognaLearn is seeking a dynamic and motivated Marketing Specialist to join our team in the APAC region. Reporting to the Marketing Director at our global headquarters in Singapore, you will play a pivotal role in driving and executing global marketing initiatives that elevate our brand presence and engage our target audience across the globe.** What You...

  • Clinical Specialist

    4 hours ago


    Queenstown, Singapore GE Healthcare Full time

    **Job Description Summary**: The Monitoring Solutions Clinical Specialist is the clinical expert for all products in the Monitoring Solutions product portfolio. Reporting to the AKA MS/DCAR Segment Leader, this role is the “go to” person for the Applications Specialists in the Zones and seeks assistance from Global Clinical leaders as needed. With deep...


  • Queenstown, Singapore Kinexcs Pte Ltd Full time

    **Company Description** Kinexcs is an AI-driven health platform & wearables company enabling and empowering people for mobility and a better quality of life. The company is focused on reducing the burden of musculoskeletal conditions, which affects about 25% of the global population, and is marketing multiple products developed using proprietary...


  • Queenstown, Singapore Razer (Asia-Pacific) Pte. Ltd Full time

    Joining Razer will place you on a global mission to revolutionize the way the world games. Razer is **a place to do great work**, offering you the opportunity to make an impact globally while working across a global team located across 5 continents. Razer is also **a great place to work,** providing you the unique, gamer-centric #LifeAtRazer experience that...


  • Queenstown, Singapore William Tan Organisation Full time

    **We’re Hiring: Growth & Lead Specialist** **Are you passionate about digital marketing, lead generation, and creating content that converts?** We’re looking for a **Growth & Lead Specialist** to join our fast-growing, creative team. In this role, your strategies, content, and campaign execution will directly fuel business growth. If you're equal parts...