- Position: Estate Planner (Wealth/Estate) – Up To Gross $6,000 or more
- Location: Central – Clarke Quay (Near MRT)
- Working Hours: Monday to Friday | 9am to 6pm
- Salary (Commensurate with experience): Up to $3,000 Basic + Average Commission of $2000 - $3000 + Annual Leave + Medical Benefits + Variable Bonus
- Duration: Permanent
- Industry: Wealth & Estate Management
Main Responsibilities:
- To discern their wishes, guide clients with the draft of appropriate documents including Wills, Trusts, Lasting Power of Attorney, advise on estate, gift, GST, and income tax matters.
- Predict any changes in client or market situations that may need changes to wealth and property advice.
- Sign new clients, orientate them to products and services and check their backgrounds.
- Study client's wealth and property needs and goals.
- Suggest practical wealth and property tools to suit client needs, working closely with relevant experts (if required).
Requirements:
- Diploma/Degree in business administrative or relevant field with experience in direct sales or banking or insurance.
- Exceptional client relationship management skills
- Motivated, sales-driven
- Bilingual in English and Mandarin to communicate with associates who can only speak Mandarin
Email to: [email protected]
Do visit www.facebook.com/search.personnel for more job listings.
***We do not charge our candidates any referral fee nor bind them with any contract.***
Chloe Ong
Senior Consulting Manager (APAC)
Reg no.: R22105510
EA No: 13C6684
