Estate Financial Consultant
Location: Singapore
Employment Type: Full-Time
About the Role:
Are you passionate about helping families secure their financial future? As an Estate Financial Consultant, you will play a key role in guiding clients through estate planning strategies while also offering comprehensive insurance solutions.
You will work closely with individuals and families to ensure their assets are protected, distributed efficiently, and aligned with their legacy goals.
This role combines financial advisory, insurance solutioning, and estate planning, making it ideal for individuals who enjoy strategic financial structuring and client relationship management.
Key Responsibilities:
Insurance & Financial Protection
- Recommend insurance solutions (life, health, critical illness, and long-term care) to protect family wealth.
- Help clients mitigate risks through customized insurance planning.
- Guide clients on legacy preservation via insurance-backed estate planning.
Estate Planning Advisory
- Educate clients on wills, trusts, and asset distribution strategies.
- Work with legal professionals to ensure seamless estate execution.
- Assist in setting up estate structures that align with clients’ financial goals.
Client Relationship Management
- Conduct comprehensive financial consultations to understand client needs.
- Develop and maintain long-term relationships with high-net-worth individuals, families, and business owners.
- Provide ongoing financial reviews and estate planning updates.
Business Development & Networking
- Identify and engage potential clients through referrals, seminars, and partnerships.
- Collaborate with lawyers, accountants, and wealth managers to provide holistic solutions.
- Stay updated on estate laws, insurance regulations, and financial planning trends.
Who We Are Looking For:
Background in financial planning, insurance advisory, estate planning, or wealth management.
- Strong communication & relationship-building skills.
- Self-driven with a passion for helping families create financial security.
- Experience with high-net-worth individuals and business owners (preferred).
- Certifications in insurance, estate planning, or financial advisory (e.g., CFP, AEPP) are a plus.
Why Join Us?
Flexible work arrangements – Hybrid work environment
Uncapped earning potential – Performance-based incentives
Comprehensive training & mentorship – We invest in your growth
Opportunities to work with industry experts in estate & wealth planning
Ready to make an impact? Apply now and start your journey as an Estate Financial Consultant!
Job Type: Full-time
Pay: $5,000.00 - $12,000.00 per month
Work Location: Hybrid in Singapore 049319
Estate Financial Consultant
Location: Singapore
Employment Type: Full-Time
About the Role:
Are you passionate about helping families secure their financial future? As an Estate Financial Consultant, you will play a key role in guiding clients through estate planning strategies while also offering comprehensive insurance solutions.
You will work closely with individuals and families to ensure their assets are protected, distributed efficiently, and aligned with their legacy goals.
This role combines financial advisory, insurance solutioning, and estate planning, making it ideal for individuals who enjoy strategic financial structuring and client relationship management.
Key Responsibilities:
✅ Insurance & Financial Protection
- Recommend insurance solutions (life, health, critical illness, and long-term care) to protect family wealth.
- Help clients mitigate risks through customized insurance planning.
- Guide clients on legacy preservation via insurance-backed estate planning.
✅ Estate Planning Advisory
- Educate clients on wills, trusts, and asset distribution strategies.
- Work with legal professionals to ensure seamless estate execution.
- Assist in setting up estate structures that align with clients’ financial goals.
✅ Client Relationship Management
- Conduct comprehensive financial consultations to understand client needs.
- Develop and maintain long-term relationships with high-net-worth individuals, families, and business owners.
- Provide ongoing financial reviews and estate planning updates.
✅ Business Development & Networking
- Identify and engage potential clients through referrals, seminars, and partnerships.
- Collaborate with lawyers, accountants, and wealth managers to provide holistic solutions.
- Stay updated on estate laws, insurance regulations, and financial planning trends.
Who We Are Looking For:
Background in financial planning, insurance advisory, estate planning, or wealth management.
- Strong communication & relationship-building skills.
- Self-driven with a passion for helping families create financial security.
- Experience with high-net-worth individuals and business owners (preferred).
- Certifications in insurance, estate planning, or financial advisory (e.g., CFP, AEPP) are a plus.
Why Join Us?
✨ Flexible work arrangements – Hybrid work environment
✨ Uncapped earning potential – Performance-based incentives
✨ Comprehensive training & mentorship – We invest in your growth
✨ Opportunities to work with industry experts in estate & wealth planning
Ready to make an impact? Apply now and start your journey as an Estate Financial Consultant!
Job Type: Full-time
Pay: $5,000.00 - $12,000.00 per month
Work Location: Hybrid in Singapore 049319