Company Overview
Thereafter Pte. Ltd. is a boutique estate planning firm specializing in wills, trusts, and family wealth protection, offering integrated advisory services to clients.
Job Summary
Provide expert mortgage advice during estate planning consultations, collaborating with advisors to tailor mortgage solutions that meet clients financial needs while ensuring compliance and maintaining client relationships.
Responsibilities
- Attend client consultations alongside Thereafter advisors during wills and estate planning meetings to integrate mortgage advice with estate planning
- Analyze clients financial situations to recommend suitable mortgage products aligned with their estate planning goals
- Deliver clear, expert mortgage advice tailored to individual client needs and circumstances
- Coordinate communication and documentation with lenders and financial institutions to facilitate mortgage processes
- Ensure all mortgage advisory activities comply with relevant regulatory and professional standards
- Maintain accurate client records and conduct timely follow-ups to support client decision-making and satisfaction
Preferred competencies and qualifications
- Several years of experience as a mortgage broker or mortgage consultant
- Professional and educational certifications in mortgage advisory or financial planning preferred
- Strong communication and interpersonal skills to explain complex mortgage concepts clearly to clients
- Ability to work independently in a client-facing, advisory role with self-motivation and professionalism
Other Information
Compensation & Flexibility
- Option 1: Basic allowance with sales targets and performance incentives
- Option 2: Pure commission-based arrangement with no mandatory sales targets
- Flexible schedule aligned with client consultations
Benefits & Opportunities
- Work alongside experienced estate planning professionals
- Exposure to integrated wealth and estate planning processes
- Opportunity to expand advisory expertise in both mortgages and estate planning
