Wealth Succession Specialist
Precepts Legacy help individuals and families secure their future by creating tailored succession and legacy plans. From wealth distribution to trust management, we guide clients through every step to protect and preserve their assets for generations.
The role of a Wealth Succession Specialist includes:
- Collaborate with clients to understand their financial goals and legacy aspirations.
- Design and implement comprehensive succession plans to protect and transfer assets effectively.
- Provide advice on trusts, wills, and other legal instruments to ensure smooth wealth distribution.
- Educate clients on strategies to minimize taxes and secure financial security for future generations.
- Build and maintain strong, long-term relationships with clients through exceptional service.
Requirements:
- A Bachelor’s degree in Business, Finance or related fields
- Strong interpersonal and communication skills to guide clients through complex processes.
- Knowledge of estate planning, trusts, and tax-efficient wealth management strategies.
- Detail-oriented and highly organized, with a commitment to confidentiality and integrity.
Job Types: Full-time, Permanent
Pay: $3,500.00 - $4,500.00 per month
Supplemental Pay:
- Commission pay
- Performance bonus
Work Location: Hybrid remote in Singapore 079903