Legacy & Retirement Planning Specialist

Retirement, Estate & Family Wealth Track We're building a specialist practice helping clients plan for two of the most important stages of financial life: a secure retirement, and the legacy they pass on afterward. We're looking for a small number of capable people to groom into this space, backed by a real fixed salary during ramp-up and a development track built for advising clients on long-term wealth, not just selling products. This is a relationship-led advisory role — retirement income planning, wealth preservation, and estate and legacy structuring. It rewards depth and trust over pressure selling. What you'll do Advise clients on retirement planning — income strategies, CPF/SRS optimisation, wealth accumulation and drawdown — and on legacy and estate planning as their needs evolve Run in-depth financial needs analyses covering how a client's wealth is built, protected, drawn down, and eventually passed on Build and deepen long-term relationships with clients and their families Host and curate retirement and legacy planning events and briefings Work alongside specialists — lawyers, fund houses, and investment trainers — who deliver ongoing technical training Develop into a senior advisory or leadership role as you build your book The package Fixed monthly salary of up to $4,000 (based on experience) for your first 3 months — probation period A fully sponsored Certified Estate Planner certification , plus ongoing monthly training from lawyers, fund houses, and investment specialists — a deep, continuous development track, not a single course After probation: a commission-based model with no ceiling. Advisers who establish themselves in this practice typically build toward $5,000+/month as their book matures A defined progression path into senior advisory and leadership roles The support behind you This isn't a brochure-and-phone practice. You're plugged into a systematized advisory operation built to handle long-term client relationships: Tools that turn hours of portfolio and policy review into minutes, so you walk into every meeting already knowing where the gaps are A market and intelligence system that keeps you genuinely informed for substantive client conversations Client-facing modelling tools to present retirement income and legacy scenarios live, clearly, on screen A structured pipeline system so client relationships are nurtured, not forgotten Who this is for Diploma / Degree / full A-Levels in any field — career-switchers from corporate, banking, sales, or service backgrounds do well here Strong communicators who can make complex retirement and estate concepts simple People with the maturity to earn clients' trust on long-term financial decisions Patient, relationship-driven, and comfortable with longer advisory cycles Self-directed, organised, and able to manage shifting priorities