Financial Consultant (Estate & Trust Planning)

To apply or find out more, please contact Leong Jia Wei (Reg No: R25157456) jiawei@placement.com.sg OR WhatsApp +65 80863812 (wa.me/+6580863812) I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles. Build Wealth. Protect Legacies. Make a Difference. We are actively seeking highly motivated and client-centric professionals to integrate into our expanding legacy protection and fiduciary advisory division. If you possess a strong drive to assist asset owners in wealth preservation, long-term asset structuring, and impactful multi-generational legacy design, this path offers a fulfilling consultative profession. What You'll Do • Offer strategic counsel to private individuals, family units, and corporate founders regarding integrated asset allocation, generational inheritance, and corporate succession planning. • Build long-term client relationships through networking, referrals, and strategic partnerships. • Execute deep-dive portfolio evaluations and propose bespoke instruments covering asset defense, pension distributions, trust creation, and wealth transitions. • Collaborate directly with seasoned trust planners and private wealth practitioners to distribute end-to-end capital architectures. What We Offer • Develop deep domain expertise within a rapidly expanding, premium segment of the asset consulting sector. • Structured training, mentorship, and continuous professional development. • Gain direct exposure to high-net-worth and premium wealth accumulation consumer brackets. • Enjoy highly competitive, performance-linked compensation models featuring boundless revenue upside. • A meaningful career helping clients protect their wealth and secure their family's future. What We're Looking For • Strong interpersonal and relationship-building skills. • Exhibit high self-reliance, a business owner mindset, and a strong orientation toward hitting key milestones. • Experience in financial advisory, banking, wealth management, insurance, or relationship management is an advantage. • Practicing Wealth Advisors, Premier Relationship Managers, and ambitious individuals entering the advisory field are invited to submit their credentials. • Advance your professional consultative trajectory by transitioning into a dependable ally dedicated to guiding clients to accumulate, defend, and distribute their assets securely. By applying, you consent that the contents of your CV and job-seeking preferences will be processed for the purpose of job matching.