ARES COLLECTIVE PTE. LTD. Hiring! Full Time Estate Planner in Central Region (Singapore), Earn up to SGD 2,000 - Ricebowl

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