Senior Wealth Planning Consultant

3 days ago

Singapore beBeeWealthplanning Full time $80,000 - $120,000

Role Overview

We are seeking a highly skilled professional to fill the position of Senior Asset Management Specialist. This role involves supporting projects, legal documentation, and resource management while assisting with complex wealth planning structures.

Mandatory Qualifications and Skills

  • Bachelor's degree in Law, Accountancy, or related field;
  • Experience in private wealth or wealth planning solutions;
  • Proficient in MS Office and resource/project database management;
  • Strong drafting, analytical, and communication skills;
  • Proactive, detail-oriented, and solution-driven.

Key Responsibilities

  • Support development, implementation, and maintenance of resource databases, legal templates, product guides, frameworks, and internal policies;
  • Assist in assessing and onboarding complex structures and transactions across the full suite of wealth planning solutions;
  • Liaise with stakeholders and external advisors on assigned matters;
  • Coordinate internal and external training sessions for Relationship Managers, Wealth Planners, and Trust Managers;
  • Review and analyze legal and tax opinions, providing summaries and recommendations;
  • Monitor regulatory and tax developments, preparing updates, briefs, and fact sheets for internal circulation;
  • Manage project timelines, track deliverables, and maintain the WPSH resource repository;
  • Support strategic initiatives and ad-hoc assignments.

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