Legacy Planning Specialist

We are looking for motivated individuals to join our team as Legacy Planning Specialists, supporting clients with their wealth protection, succession and legacy planning needs.

Key Responsibilities

• Understand clients’ financial goals and legacy planning needs.
• Build and maintain professional client relationships.
• Provide suitable financial and wealth planning solutions based on clients’ needs.
• Develop new business opportunities through networking, referrals and relationship building.
• Provide ongoing client servicing and regular reviews.
• Maintain proper documentation and comply with relevant regulatory requirements.
• Participate in structured training and professional development.

Requirements

• Diploma or equivalent qualification.
• Strong communication and interpersonal skills.
• Comfortable in a client-facing role.
• Self-motivated and results-oriented.
• Experience in sales, banking, insurance, wealth management or customer-facing roles will be an advantage.
• Candidates from other backgrounds with relevant transferable skills are welcome.
• Training will be provided.

Remuneration & Benefits

• Monthly remuneration: $4,000 – $10,000
• Performance-based commission
• Quarterly bonus
• Structured training and career development
• Mentorship and professional support

Working Arrangement

• Full-time
• Monday to Friday
• Singapore