Estate Wealth Manager

7 days ago


Singapore ABUNDANT LIFE PLANNERS PTE LTD Full time

We are seeking a skilled Estate Wealth Manager to join our team at ABUNDANT LIFE PLANNERS PTE LTD.

Salary:

S$120,000 - S$180,000 per annum, depending on experience.

About the Role:

The successful candidate will be responsible for managing and expanding a portfolio of Ultra High-Net-Worth (UHNW) clients, providing them with tailored wealth management services that align with their financial and legacy goals. This includes developing customized philanthropic strategies, creating comprehensive financial plans, and facilitating the transfer of an existing book of business to our firm.

Key Responsibilities:
  • Cultivate Strong Relationships: Manage and expand a portfolio of UHNW clients, focusing on long-term relationships built on trust and exceptional service.
  • Philanthropic Advisory: Develop customized philanthropic strategies that reflect clients' values and ambitions, working closely with clients on charitable giving strategies.
  • Financial & Estate Planning: Provide customized wealth preservation, tax planning, and estate management solutions, including investment strategies and risk management.
  • Client Porting: Bring over an existing client portfolio and seamlessly integrate them into our firm's services and offerings.
Required Skills and Qualifications:
  • Minimum 5+ Years of Experience: In wealth management, financial planning, or private banking with UHNW clients.
  • Strong Expertise in Philanthropy: Knowledge of charitable giving strategies, donor-advised funds, and foundations.
  • Established Client Base: A solid, transferable client base with UHNW clients.
  • Proven Track Record: Demonstrated ability to develop and execute customized financial and philanthropic plans.
What We Offer:
  • Competitive Remuneration Package: Including performance-based incentives.
  • Exclusive Network Access: Opportunities to connect with an exclusive network of UHNW clients and philanthropic platforms.
  • Professional Growth: Opportunities for growth within a dynamic, high-performing team.


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