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Financial Consultant (Estate & Trust Planning)

Financial Consultant (Estate & Trust Planning)

Build Wealth. Protect Legacies. Make a Difference.

We're looking for driven and relationship-focused individuals to join our growing Estate & Trust Planning team. If you're passionate about helping clients preserve wealth, plan for the future, and leave a lasting legacy, this is an opportunity to build a rewarding advisory career.

What You'll Do

  • Advise individuals, families, and business owners on holistic wealth, estate, and succession planning.
  • Build long-term client relationships through networking, referrals, and strategic partnerships.
  • Conduct financial reviews and recommend tailored solutions for wealth protection, retirement, trusts, and legacy planning.
  • Work alongside experienced estate planning and wealth specialists to deliver comprehensive financial solutions.

What We Offer

  • Specialise in a fast-growing and high-value area of financial advisory.
  • Structured training, mentorship, and continuous professional development.
  • Access to affluent and high-potential client segments.
  • Attractive performance-based remuneration with uncapped earning potential.
  • 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.
  • Self-motivated, entrepreneurial, and results-driven.
  • Experience in financial advisory, banking, wealth management, insurance, or relationship management is an advantage.
  • Existing Financial Consultants, Relationship Managers, and aspiring advisers are welcome to apply.

Take the next step in your advisory career and become a trusted partner in helping clients build, protect, and pass on their wealth with confidence.

CanWorkOne.SG Employment Pte Ltd | EA License No. 26C3357

EA Personnel: Tan Soon Hock (Steven) | Registration No. R1109889

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