We are looking for highly motivated individuals to groom as our Estate Strategy Specialist. We will offer a fixed based salary during the probation period depending on candidate’s experience.

Job Scope:

• Expand business contacts and increase client base for company.
• Perform financial needs analysis and value add to client’s objective primarily in Estate and Legacy planning.
• Implement strategies and sales processes to identify, target and acquire clients across various wealth spectrums.
• Front end sales related role with a focus on handling client’s investment portfolios and updating on market movement.
• Develop relationships with new and existing clients in order to expand the business.
• Organize and invite clients for Estate Planning events.
• Keeping abreast of current events, critical issues, and relevant news.

Remuneration Package & Benefits:

• 2 day sponsored Certified Estate Planner course with certification (valued at $1,500)
• Fast track career progression.
• Fixed salary of up to $5,000 per month for the first 3 months probation period.
• Thereafter, remuneration based on basic + commissions. (upwards of $5,000)
• Career development training will be provided.
• Monthly trainings by Top Fund Houses, Investment trainers and Lawyers on Estate Planning strategies

Requirements:

• Full A Level Cert, Local Polytechnic Diploma or Degree in any field.
• Strong communication and time management skills.
• Research and presentation skills, especially in explaining market events.
• Ability to organise and track overlapping tasks and assignments, with frequent priority changes

Please refer the Job description for details