Family Wealth & Estate Planning Advisor
Singapore
Listed on 2026-03-05
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Finance & Banking
Financial Consultant, Financial Advisor
Our team of dedicated professionals in Zen @ Alpha Wealth specializes in providing personalized financial planning and investment management services tailored to individual goals and lifestyles. We prioritize understanding our clients' values and aspirations to deliver meaningful solutions. With core values of Abundance, Wisdom, Focus, and Appreciation, we aim to empower clients with financial literacy by providing them with the tools and knowledge necessary to make informed decisions.
Role DescriptionThis is a full-time hybrid role for a Family Wealth & Estate Planning Advisor based in Singapore, with opportunities for remote work flexibility. The role involves helping clients design and implement tailored wealth management and estate planning strategies. Responsibilities include analyzing clients’ financial situations, providing expert advice on investments, insurance, and legacy planning, and assisting in business planning. The advisor will build and maintain client relationships, educate clients on financial literacy, and ensure solutions align with their long-term financial goals.
Qualifications- Strong Analytical Skills to assess financial data and develop effective strategies
- Expertise in Planning, including Business Planning and creating customized wealth and estate strategies
- Excellent Communication skills to effectively engage with clients and explain complex concepts
- Ability to collaborate and adapt in a hybrid working environment
- Bachelor’s degree in Finance, Business, Economics, or a relevant field
Our team offers exposure and a runway in offshore families with high potential of asset allocation, family planning and immigration work.
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