Estate Planning Associate

We are looking for motivated individuals to join our team as Estate Planning Associates. You will be personally mentored by an experienced, high-performing senior consultant with a strong track record in estate and legacy planning, and receive close guidance as you grow in the role.

About Us

We are part of one of the largest insurance companies in Singapore. Our practice specialises in estate planning, helping individuals and families protect their wealth, plan for the future and ensure a smooth transfer of assets to their loved ones.

What You Will Do

Understand clients’ needs and long-term goals through consultations

Guide clients through estate and legacy planning, including wills and trusts

Build and maintain long-term client relationships

1-to-1 Mentorship

Unlike many roles where newcomers are left to figure things out on their own, you will work directly under a top-performing senior consultant with years of experience in estate planning. You will receive:

Personal 1-to-1 coaching and regular guidance

Joint client appointments to learn by observing real estate planning cases

Hands-on training in estate planning, client consultations and practice management

Proven systems and workflows used by an established practice

Full support with exam preparation and licensing

Ongoing feedback to help you grow your skills and confidence

Requirements

Minimum Diploma in any discipline

Good communication and interpersonal skills

Driven, disciplined and self-motivated

Genuine interest in helping families plan for their future

Prior sales, customer service, financial experience is an advantage

What We Offer

Direct 1-to-1 mentorship from an experienced and high-performing senior consultant

Specialized training in estate and legacy planning

A niche specialization that sets you apart

Structured career development and clear progression opportunities

Flexible working arrangements

Attractive commissions and performance-based incentives

A supportive team environment

Interested? Apply with your updated resume now!

We regret that only shortlisted candidates will be notified.

WOKE.Partners

At WOKE.Partners, our mission is to empower individuals and communities by unlocking the potential of WEALTH, providing access to opportunities, fostering KNOWLEDGE, and promoting EMPOWERMENT. We strive to create a positive impact by equipping people with the tools and resources they need to achieve financial growth, personal development, and lasting success.

OUR MISSION

" Empowering individuals and communities through wealth, opportunities knowledge."

Why Recruitment at WOKE.Partners?

WOKE.Partners is rooted in the belief that true wealth goes beyond monetary value. We believe in the power of knowledge to transform lives and empower individuals to make informed decisions. We are committed to cultivating a culture of continuous learning, collaboration, and inclusivity. Through our dedication to ethical practices, social responsibility, and sustainable growth, we aim to build meaningful partnerships and contribute to a more equitable and prosperous society.

OUR PHILOSOPHY

𝘽𝙚𝙡𝙞𝙚𝙛 𝙞𝙣 𝙩𝙝𝙚 𝙩𝙧𝙖𝙣𝙨𝙛𝙤𝙧𝙢𝙖𝙩𝙞𝙫𝙚 𝙥𝙤𝙬𝙚𝙧 𝙤𝙛 𝙠𝙣𝙤𝙬𝙡𝙚𝙙𝙜𝙚, 𝙛𝙤𝙨𝙩𝙚𝙧𝙞𝙣𝙜 𝙘𝙤𝙣𝙩𝙞𝙣𝙪𝙤𝙪𝙨 𝙡𝙚𝙖𝙧𝙣𝙞𝙣𝙜, 𝙘𝙤𝙡𝙡𝙖𝙗𝙤𝙧𝙖𝙩𝙞𝙤𝙣, 𝙖𝙣𝙙 𝙚𝙩𝙝𝙞𝙘𝙖𝙡 𝙥𝙧𝙖𝙘𝙩𝙞𝙘𝙚𝙨 𝙛𝙤𝙧 𝙖 𝙢𝙤𝙧𝙚 𝙚𝙦𝙪𝙞𝙩𝙖𝙗𝙡𝙚 𝙨𝙤𝙘𝙞𝙚𝙩𝙮.

As a Chartered Financial Consultant with specialized training in estate planning, We are passionate about helping expats in Singapore achieve their financial goals and build a lasting legacy. We understand the unique challenges and opportunities you face, and we will work closely with you to develop a personalized financial plan that incorporates your individual needs and aspirations. Our services include estate planning, life insurance solutions, investment management, and more. Let's work together to secure your financial future in Singapore.