Senior Wealth Planner - Private Bank
As a Senior Wealth Planner, you will provide high-net-worth clients with comprehensive wealth planning solutions, including trust structuring, estate planning, family office advisory, and insurance referrals. You will work closely with Relationship Managers and external professionals to deliver bespoke strategies aligned with clients' long-term financial goals.
Key Responsibilities:
- Advise clients on wealth structuring, succession planning, and family governance.
- Provide guidance on Singapore's Single Family Office (SFO) framework and Global Investor Program (GIP).
- Collaborate with Relationship Managers to identify client needs and deliver tailored solutions.
- Liaise with legal, tax, and fiduciary professionals to implement wealth planning strategies.
- Identify and manage insurance referral opportunities, including needs analysis and solution recommendations.
- Conduct client meetings and internal training sessions on wealth planning topics.
- Ensure compliance with MAS regulations and internal risk management policies.
Requirements:
- Bachelor's degree in Law, Finance, Accounting, or related field; advanced degree preferred.
- STEP qualification or equivalent professional certification (e.g., CFP, CPA, TEP).
- Minimum 8-10 years of experience in wealth planning, trust services, or private banking.
- Strong knowledge of Singapore's regulatory environment, including MAS guidelines.
- Experience with family office advisory and cross-border planning is a plus.
- Excellent communication and interpersonal skills.
- Fluency in English; proficiency in Mandarin is advantageous
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.
Yes, we help with resume and interview preparation. From customized support on how to optimize your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.