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
