Estate Planning Manager

salary Salary :

$2,000 - 6,000 monthly

icon briefcase Job Type : Full Time

Number of Applicants

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000+

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Job Description - Estate Planning Manager

Job Highlights:

  • Enhanced income support due to Covid (S$2,000 - S$6,000)
  • Auto-generated leads provided
  • The Institute of Banking & Finance funded courses & certification


Job Responsibilities:

  • Work closely with the team to achieve monthly quota 
  • Developing growth strategies and plans
  • Managing and retaining relationships with clients
  • Identifying and mapping business strengths and customer needs
  • Reporting on successes and areas needing improvements


Job Benefits:

  • Enhanced income support due to Covid (S$2,000 - S$6,000)
  • Commission, bonuses and travelling opportunities among other benefits
  • Business leads are auto generated from our systems
  • Attractive scheme and additional incentives upon good performance
  • Role will open up fantastic options for future progression into leadership roles
  • Full training will be provided to upgrade skills - The Institute of Banking & Finance (IBF) funded courses and certification
  • Full-Time, Part-Time, Internship position(s) available


Job Requirements:

  • Job Experience: Financial Professionals, e.g. Bankers, Traders, Financial Consultants preferred
  • Financial Consultants wanting to upgrade to a different platform and expertise
  • Candidate must possess at least a Polytechnic Diploma, 'A' Level or Degree
  • Preferably of good communication skills and the ability to self-motivate and motivate a team
  • Locals or PRs only
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About the Company

Council Of Estate Planning Pte Ltd

We specialize in Estate Planning. Our company aim to educate and guide individuals and business owners on the importance of estate planning (Wills, Trust and Succession Planning). We conduct public and cooperate seminars/webinars to create awareness. Bespoke and recommend Estate Planning solutions t...

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