Wealth Planner - Singapore

Your Role:

We are looking for a Wealth Planner to support the delivery of wealth planning solutions to our high-net-worth and ultra-high-net-worth clients in Singapore. This role will focus on providing tailored wealth planning advice and supporting Relationship Managers in addressing clients’ wealth structuring, succession and legacy planning needs. You will act as a trusted adviser to both clients and Relationship Managers while working closely with the Group’s wealth planning team and external partners to deliver holistic solutions.

• Analyze client needs and deliver bespoke wealth planning solutions tailored to their personal, family and business objectives
• Advise clients on wealth structuring, succession planning, estate planning, family governance, philanthropy and fiduciary solutions
• Partner closely with Relationship Managers and other specialists to support client acquisition, retention and asset consolidation initiative <...