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Open nowPosted 14 days ago

Legacy Planning Specialist

MyCareersFuture94,028 open roles

Pay
SGD 4,000 – SGD 10,000 a month
Where
Singapore
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Your applicationOpen nowLegacy Planning SpecialistMyCareersFuture · Singapore

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on MyCareersFuture's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.8% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.6%1 day
  2. 3.4%3 days
  3. 7.8%7 days
  4. 14.3%14 days
  5. 33.7%30 days
This job: posted 14 days ago

The posting

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

  • Monthly remuneration: $4,000 – $10,000
  • Performance-based commission
  • Quarterly bonus
  • Structured training and career development
  • Mentorship and professional support

Working Arrangement

  • Full-time
  • Monday to Friday
  • Singapore
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  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on MyCareersFuture's form

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    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

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  5. Reply with AI

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Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

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The numbers game

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