Family Wealth Consultant

Company Description

Unicorn is strategically organized to provide a family wealth office experience for individuals and families, with a highly personalized approach tailored to their unique needs. We empower our investors to take full ownership and control over their life decisions, fostering confidence and clarity. With a focus on guiding clients through every financial and life season, we ensure that investments and resources align with their long-term vision. At Unicorn, we go beyond managing wealth to create a legacy of joy, prosperity, and lasting success.

Role Description

This is a full-time on-site role for a Family Wealth Consultant based in Singapore. The Family Wealth Consultant will be responsible for providing tailored Family Wealth planning, financial independence planning, and investment consulting services to our investors. Daily tasks include meeting with investors to understand their financial goals, developing personalized family walth plans, advising on investment strategies, and ensuring that investors resources align with their long-term vision. The role also involves continuous monitoring and adjustment of family wealth plans to adapt to investors evolving needs.

Qualifications

• Experience in Family Wealth Planning and Financial Independence Planning
• Strong knowledge of Finance and Investments
• Consulting skills with the ability to provide personalized advice
• Excellent interpersonal and communication skills
• Ability to work effectively in an on-site setting in Singapore
• Relevant certifications in finance or wealth management are a plus
• Diploma or Bachelor's degree