Estate Planner

We are looking for driven individuals who are keen to build a professional career in estate planning, wealth management and financial advisory . As an Estate Planner, you will work closely with clients to understand their financial priorities and develop strategies to protect, preserve and transfer wealth across generations.

Key Responsibilities

• Conduct comprehensive financial and estate planning discussions with clients
• Identify clients’ needs in wealth protection, legacy planning and succession planning
• Recommend suitable financial and insurance solutions based on clients’ objectives
• Support clients in areas such as beneficiary planning, wealth transfer and retirement planning
• Collaborate with lawyers, trust specialists and estate planning professionals where required
• Build and maintain long-term client relationships through regular portfolio reviews
• Develop new client relationships through referrals, networking and strategic prospecting
• Ensure all advisory activities comply with regulatory and company standards

Requirements

• Minimum Diploma or Degree in any discipline
• Fresh graduates and career switchers are welcome
• Strong communication, interpersonal and relationship-management skills
• Professional, client-focused and willing to learn
• Strong interest in financial planning, wealth management and estate planning
• Self-motivated with an entrepreneurial mindset
• Relevant financial advisory qualifications are an advantage; training will be provided for suitable candidates
• Prior experience in banking, insurance, financial services, sales or relationship management is advantageous

What We Offer

• Structured training and professional mentorship
• Exposure to estate, legacy and wealth planning
• Clear career progression and leadership opportunities
• Performance-based remuneration and incentives
• Flexible and entrepreneurial working environment
• Opportunity to build a long-term portfolio of clients and recurring relationships