Job Description

We are looking for motivated individuals to join our team as Legacy Planning Specialists, supporting clients with their wealth protection, succession and legacy planning needs.

Key Responsibilities

Understand clients financial goals and legacy planning needs.
Build and maintain professional client relationships.
Provide suitable financial and wealth planning solutions based on clients needs.
Develop new business opportunities through networking, referrals and relationship building.
Provide ongoing client servicing and regular reviews.
Maintain proper documentation and comply with relevant regulatory requirements.
Participate in structured training and professional development.

Requirements

Diploma or equivalent qualification.
Strong communication and interpersonal skills.
Comfortable in a client-facing role.
Self-motivated and results-oriented.
Experience in sales, banking, insurance, wealth management or customer-facing roles will be an advantage.
Candidates from other backgrounds with relevant transferable skills are welcome.
Training will be provided.

Remuneration & Benefits