Mid-Career Opportunity | Legacy Planning Consultant (Financial Advisory)
This is not a job for everyone.
We're looking for professionals who want to build a meaningful career helping individuals, families and business owners make better financial and legacy decisions. If you're simply looking for another sales job, this probably isn't for you.
But if you've ever wondered whether your current career truly reflects your potential, read on.
Who We Are Looking For
We're seeking serious mid-career professionals who:
- Believe relationships are built on trust, not transactions.
- Enjoy solving problems and helping people make important life decisions.
- Want to build a long-term profession instead of just another job.
- Are willing to learn, stay disciplined and continuously improve.
- Take ownership of their own growth instead of waiting for opportunities.
- Are comfortable meeting people, building genuine relationships and serving others.
- Want to become known as a trusted adviser rather than a salesperson.
This May Be For You If...
- You have been affected by restructuring, AI transformation or changes in your industry.
- You feel your career progression no longer matches your effort.
- You want greater ownership over your future instead of relying on a single employer.
- You enjoy working with people and believe meaningful conversations can create real impact.
- You're prepared to commit to building a professional practice over the long term.
Your Role
You won't simply be recommending insurance products.
You'll be trained to become a professional adviser who helps clients identify financial blind spots and make informed decisions across multiple areas, including:
- Estate Planning
- Legacy Planning
- Retirement Planning
- Risk Management
- Business Continuity Planning
- Business Succession Planning
- Trust & Wealth Transfer Concepts
- Employee Benefits & Corporate Insurance
- Personal Financial Protection
- Cash Flow & Wealth Accumulation Strategies
Your role is to understand a client's entire financial situation, identify gaps, coordinate appropriate solutions, and work alongside specialists where necessary.
A Career With Purpose
The financial advisory industry needs professionals who are prepared to raise the standard.
- If you believe advice should go beyond selling products...
- If you believe clients deserve thoughtful planning, honest conversations and professional guidance...
- And if you're prepared to commit to becoming that professional...
- We'd love to have a conversation with you.
- This isn't about changing jobs.
- It's about building a profession that creates lasting impact—for your clients, your family and your own future.
Basic Requirements
- Singapore Citizen or Singapore Permanent Resident.
- Polytechnic Diploma or University Degree (minimum qualification required by the industry).
- Looking for a full-time career, not a side hustle.
- Ready to invest in learning and growing as a professional.
I'm not looking for everyone.
I'm looking for people who want to raise the standard of financial advice—professionals who believe clients deserve guidance that goes beyond products and focuses on helping them make better life decisions.
If this resonates with you, I'd be happy to have a casual, no-obligation conversation over coffee.