Estate & Trust Specialist

PreceptsGroup International, headquartered in Singapore, is a leading estate and succession planning service provider offering solutions in wills, trusts, estate administration, corporate services, and professional education. With a team of over 800 Estate and Succession Practitioners across the region, they have a proven track record of writing over 15,000 wills and managing more than 10,000 Executor and Trustee appointments. Since 2008, PreceptsGroup has built a strong reputation for reliability and expertise in wealth succession, distribution, and management. The organization is committed to delivering comprehensive and tailored estate planning solutions for families and businesses. Precepts Academy, its training arm, provides in-depth education for financial professionals to develop estate planning expertise.

This is a full-time, on-site role based in Singapore for an Estate & Trust Specialist. The professional will provide expert guidance on estate planning and trust structuring while delivering personalized client solutions. Responsibilities include advising clients on estate strategies, preparing legal and financial documentation, collaborating with internal teams, and ensuring compliance with legal and regulatory requirements. The role also involves educating clients and stakeholders on succession planning principles and fostering long-term client relationships.

• Strong knowledge of Estate Planning and Trusts
• Proficiency in Financial and Analytical Skills to advise on wealth distribution strategies
• Excellent Communication skills to engage with clients and stakeholders effectively
• High attention to detail and the ability to ensure compliance with legal and regulatory requirements
• Relevant qualifications in law, finance, or related fields are highly advantageous
• Experience working in estate planning, trust administration, or financial services is preferred
• Client-focused approach with problem-solving and relationship management skills