Financial Consultant (Estate & Trust Planning)

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

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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.

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