- Singapore
Full Time Legacy Planning Specialist Jobs, Salary up to SGD 10,000 in Vortex Staffing - Maukerja
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Job Description
Responsibilities
We are looking for motivated individuals to join our team as
Legacy Planning Specialists
, supporting clients with their wealth protection, succession and legacy planning needs.
Key Responsibilities
Understand clients’ financial goals and legacy planning needs.
Build and maintain professional client relationships.
Provide suitable financial and wealth planning solutions based on clients’ needs.
Develop new business opportunities through networking, referrals and relationship building.
Provide ongoing client servicing and regular reviews.
Maintain proper documentation and comply with relevant regulatory requirements.
Participate in structured training and professional development.
Requirements
Diploma or equivalent qualification.
Strong communication and interpersonal skills.
Comfortable in a client-facing role.
Self-motivated and results-oriented.
Experience in sales, banking, insurance, wealth management or customer-facing roles will be an advantage.
Candidates from other backgrounds with relevant transferable skills are welcome.
Training will be provided.
Remuneration & Benefits
Monthly remuneration:
$4,000 – $10,000
Performance-based commission
Quarterly bonus
Structured training and career development
Mentorship and professional support
Working Arrangement
Full-time
Monday to Friday
Singapore
We connect top talent with the right opportunities, Specializing in tailored recruitment solutions, we help business grow and professionals thrive.
Legacy Planning Specialists
, supporting clients with their wealth protection, succession and legacy planning needs.
Key Responsibilities
Understand clients’ financial goals and legacy planning needs.
Build and maintain professional client relationships.
Provide suitable financial and wealth planning solutions based on clients’ needs.
Develop new business opportunities through networking, referrals and relationship building.
Provide ongoing client servicing and regular reviews.
Maintain proper documentation and comply with relevant regulatory requirements.
Participate in structured training and professional development.
Requirements
Diploma or equivalent qualification.
Strong communication and interpersonal skills.
Comfortable in a client-facing role.
Self-motivated and results-oriented.
Experience in sales, banking, insurance, wealth management or customer-facing roles will be an advantage.
Candidates from other backgrounds with relevant transferable skills are welcome.
Training will be provided.
Remuneration & Benefits
Monthly remuneration:
$4,000 – $10,000
Performance-based commission
Quarterly bonus
Structured training and career development
Mentorship and professional support
Working Arrangement
Full-time
Monday to Friday
Singapore
We connect top talent with the right opportunities, Specializing in tailored recruitment solutions, we help business grow and professionals thrive.
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