Estate Planning Consultant

- Permanent

- $5,000 - $15,000

- Monday to Friday: 9am – 6pm (Flexible timing!)

- Central Region

Job Responsibilities

We are seeking motivated individuals to join us as an Estate Planning Consultant to help clients plan and protect their wealth, assets, and legacy for future generations.

• Meet and engage with clients to understand their financial and estate planning needs.
• Provide guidance on wealth preservation, legacy planning, and asset distribution solutions.
• Build and maintain long-term relationships with clients through professional advisory support.
• Conduct client presentations, reviews, and consultations.
• Work closely with internal specialists and partners to provide holistic planning solutions.
• Continuously upgrade industry knowledge and stay updated with market and regulatory developments.
• Participate in training, mentorship, and professional development programs.

Period

• Permanent

Location

• Central Region

Working hours

• Monday to Friday: 9am – 6pm
• Flexible working hours
• Hybrid work arrangement available
• Monday – Friday schedule with flexible client meeting arrangements

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Salary

• $5,000 - $15,000
• Basic salary with attractive commission structure
• Performance bonuses and incentive schemes available
• Income potential based on performance and client portfolio growth

• Minimum Diploma in any discipline.
• Mid-career switchers are welcome to apply.
• Strong interpersonal and communication skills.
• Self-motivated and willing to learn.
• Customer service, banking, insurance, recruitment, hospitality, or sales experience will be advantageous.
• Comfortable meeting clients and building professional relationships.
• Candidates with entrepreneurial mindset and strong drive for career growth are preferred.

Interested applicants, kindly email your detailed resume (MS Word format is preferred):

***email_hidden*** (Registration no: R2198989)

Please ensure that applications sent through email are no bigger than 1Mb.

We thank all applicants for your interest but regret to inform that only shortlisted candidates would be notified.

Success Resource Centre Pte Ltd (EA License Number: 04C3201)

160 Robinson Road, #13-07/08/09 SBF Center, Singapore 06891

T: 6337 3183 | W: www.successhrc.com.sg