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Wealth Planning Specialist

1 month ago

Singapore BANK OF SINGAPORE LIMITED Full time
Roles & Responsibilities

This position is responsible for advising clients on holistic wealth planning and family office solutions with respect to estate, succession, inter-generational transfer, preservation, family office and liquidity planning and plays a role in business development both with clients and stakeholders, internally and externally, and the development and enhancement of the wealth planning and family office offering and solutions to take into consideration client and industry demands and trends


Specific scope of work includes:-

  • Provide quality wealth planning advisory services to clients of Bank of Singapore including advising on Trust planning, Family office solutions, Philanthropic plans, liquidity plans and other related needs .
  • Proactively build strong and trusting partnerships with Bankers and other specialists in developing and servicing client relationships
  • Develop pipeline opportunities and presenting internally to Bankers on Wealth Planning and Family Office solutions and initiatives
  • Attend meetings and lead discussions with clients, Bankers and professional advisors with the view of addressing client needs and providing advice and solutions
  • Travel regularly with Bankers and ensure all applicable law and regulations are complied with
  • Contribute actively to achieving bank’s AUM, NNM, and revenues and structure targets
  • Develop and enhance our wealth planning and family office offering and solutions targeted at our focused client segments with the view of addressing clients’ needs and demands as the planning matures
  • Conduct regular trainings and updates on Wealth Planning topics and solutions to Bankers and other related stakeholders
  • Develop network of professionals, legal and tax consultants, external advisors that builds an eco-system of service providers to meet client’s needs


Requirements

  • Preferably 10 years of relevant working experience
  • Strong understanding of Wealth Planning, Family Office, Trust, Philanthropy and Insurance solutions
  • Track record of structuring, written and presentation skills for clients of relevant markets
  • Knowledge of legal, tax and regulatory environment in key markets and how these affect structuring of solutions. Well versed in wealth planning and family office structures and solutions used in key markets.
  • Good interpersonal, communication and client interfacing skills. Ability to work in a multi-cultural environment with a diversified client base
  • Ability to work as an independent self-starter with excellent interpersonal skills and ability to interact with a wide cross section of stakeholders
  • Tertiary Education with a legal or tax / accounting degree
  • STEP Qualified preferred or pursuing accreditation as a STEP qualified wealth planner

Tell employers what skills you have

Wealth Management
Private Wealth Management
Interpersonal Skills
Tax
Wealth
Private Banking
client servicing
Planner
Philanthropy
Advising Clients
Presentation Skills
Business Development