wealth preservation planner - Singapore - GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.

Description

Wealth Preservation Planner

The Wealth Preservation Planner performs an advisory role focusing on addressing client's needs related to trust and estate planning structures.

We have designed a suite of training programmes and comprehensive on-job training to support and arm you with knowledge at every advancement of your career and our digital tools will ensure you're well-equipped and enable you to succeed.

Job Scope:- Develop sound recommendations of suitable wealth and estate planning tools/structures in accordance with client needs, in collaboration with relevant specialists (if required).- Anticipate any changes in the client and/or market circumstances that necessitate the reassessment of the appropriateness of existing wealth and estate planning advice.- Perform evaluation of client's wealth and estate planning needs and objectives.- Perform client acquisition and on-boarding processes, and ongoing AML/KYC due diligence.

Requirements:- Polytechnic Diploma or Degree in any field.- Result-oriented & highly-motivated.- Strong interpersonal skills with a strong passion to serve.

**Top Reasons to Join**- Good Career Path- Competitive remuneration package- Maintain Work-Life Balance by having flexibility of managing your own time and schedule

Interested applicants please email your latest resume to or WhatsApp me at

We regret to inform that only shortlisted applicants will be contacted.

This hiring is supported by NTUC's e2i

EA License No: 07C5771EA Personnel No: R EA Personnel Name: Ferlin Lim