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Wealth and Estate Planner
Overview
Wealth and estate planners give clients advice for managing their wealth, assets, and future plans.
Description
- Analyse changes in client situations or market conditions.
- Study clients’ financial needs for short, medium, and long-term planning.
- Recommend products or strategies that best match clients’ needs.
- Collaborate with specialists, such as will writing or tax filing experts, when needed.
- Monitor market trends and compile forecasts and budget plans.
Entry requirements
- A Diploma or Bachelor's degree in Banking and Financial Investment is preferred.
- You can also get a Banking, Insurance, and Financial Services qualification, including one in Computational Finance.
Salary
$3,100 – 5,600
/mo
Salary ranges are estimated based on public information found on Singaporean job portals, including MyCareersFuture, MySkillsFuture. Updated as of 2026.
Trivia
Wealth and estate planners manage housing, investments, income, and insurance plans. They’re rarely desk-bound and often have to mingle with others.
What to expect
Since you might be working with multiple large assets, you should be clear and concise when explaining a client's finances and plans.
Soft
skills
Customer Orientation
Able to understand and meet client needs well.
Global Perspective
Understanding of global markets and how they impact wealth management.
Influencing Skills
Able to negotiate with clients to ensure mutually beneficial outcomes.
Financial Planning Tools
Experience with financial markets, accounting, risk management, and investment products.
Advisory Skills
Able to provide financial advice based on an individual’s situation, goals, and risk tolerance.
Data Analysis
Ability to analyse data to provide accurate recommendations.
Hard
skills
Frequently asked questions
Financial planners focus on offering general financial services, while wealth and estate planners specialise in managing property, investments, and will planning.
No, a background in finance is enough.
They work with diverse clients,including families, high-net-worth individuals, business owners, and charities.
It depends on factors like the extent of their practice, the complexity of cases, and personal preference.
They maintain clear communication and build trust by being responsive and providing regular updates.