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Unicorn

Family Wealth Consultant

Fresher
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  • Posted 6 hours ago
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Job Description

As a Family Wealth Consultant at Unicorn, you will play a pivotal role in empowering investors to take ownership of their financial futures. You will deliver comprehensive family wealth planning, strategising property investment, investment advisory, and stewardship guiding investors through every stage of life and across all market conditions.

Working closely with individuals and families, you will craft tailored solutions to protect, grow, and preserve wealth for generations to come.

Key Responsibilities

Develop and implement personalized family wealth plans for investors

Advise on investments, risk management, legacy, and succession planning

Serve as a strategic partner to families, building long-term relationships

Analyze financial information and provide holistic, actionable recommendations

Collaborate with internal and external experts to deliver integrated solutions

Educate and empower investors to make confident, informed financial decisions

Academic & Personal Qualifications

Singaporeans or PR only

Minimum A Level or Diploma

A compassionate heart committed to improving lives

Values integrity and demonstrates strong humility to learn and grow

Excellent communication and interpersonal skills

Strong problem-solving abilities and keen attention to detail

Who We're Looking For

Individuals determined to live a Freehold Life.

Those who take ownership of their journey who seek clarity, mastery, and purpose in their decisions, and believe that financial freedom is a means to live life on their own terms.

Professionals determined to achieve financial independence.

Those who wish to understand not just how to make money, but how to manage, grow, and preserve it so they can support other families, pursue their passions, and build lasting legacies.

Achievers determined to accumulate wealth with wisdom and integrity.

Learners who appreciate that wealth is built through discipline, patience, and insight and who want to learn from industry professionals who have done it the right way.

Why Join Unicorn

Join a purpose-driven team that values stewardship over sales

Work alongside investors who appreciate partnership and long-term impact

Grow your expertise in a dynamic, supportive environment

Help build legacies that extend far beyond wealth

Who Unicorn Is Suitable for

For those who aspire to live a life they design, not one dictated by circumstance,

Unicorn offers the platform, guidance, and community to make it real.

At Unicorn, we don't just invest in portfolios.

We invest in people starting with you.

Are you ready to help investors achieve a Freehold Life

Apply now and be part of Unicorn's mission-driven team!

More Info

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About Company

Job ID: 136416617