Financial Consultant (Wealth & Estate Planning)

About the role

We are looking for driven and entrepreneurial individuals to join our advisory team. This role combines client advisory and business development, helping individuals and families navigate their wealth planning needs locally and across borders. You will provide personalised solutions in areas such as wealth accumulation, protection, and legacy planning.

Responsibilities

• Build and grow your client portfolio through networking, referrals, and business development activities.
• Conduct financial needs analysis and identify clients' cross-border planning needs.
• Advise clients on wealth protection, retirement, and succession planning.
• Work with internal specialists and strategic partners to provide holistic solutions.
• Maintain long-term client relationships through regular reviews and ongoing support.
• Participate in training and professional development programmes.

Requirements

• Aged 21 years and above.(Regulatory Requirement)
• Diploma or Degree holders from any discipline.
• Strong communication and interpersonal skills.
• Self-motivated with an entrepreneurial mindset.
• Comfortable engaging clients and developing new business opportunities.
• Prior experience in sales,banking, relationship management, or advisory roles is an advantage but notrequired.
• Singaporeans and PRs areonly.

Benefits

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Company Intel

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