Wealth Planner| Estate, Legacy, Fiduciary, HNW > regional wealth

**YOUR NEW JOB**: As a **Wealth Planning Director**, you’ll advise UHNW and HNW clients on estate, legacy, and fiduciary structures while driving business growth for the firm’s Singapore office. You’ll work closely with internal teams and external partners to deliver integrated wealth planning solutions and expand the Group’s regional fiduciary and...

YOUR NEW JOB As a Wealth Planning Director , you’ll advise UHNW and HNW clients on estate, legacy, and fiduciary structures while driving business growth for the firm’s Singapore office. You’ll work closely with internal teams and external partners to deliver integrated wealth planning solutions and expand the Group’s regional fiduciary and insurance...

Job Description We are seeking a Wealth Planner with expertise in working with Ultra High-Net-Worth individuals and extensive experience in philanthropic planning. The ideal candidate will have an established portfolio of clients that they can transition to our firm, with a proven track record in offering bespoke financial solutions tailored to the needs of...

Avrio Wealth offers investment management and wealth planning to global families who require an international perspective including US taxpayers. Our belief is that client relationships begin with a wealth plan. Through wealth planning we create long term relationships with our clients and help guide them through their wealth journey. Avrio is seeking an...

A leading financial services firm in Singapore is seeking a Private Wealth Advisor to manage relationships with high-net-worth clients. You will provide tailored insurance and legacy planning solutions and drive sales growth. The ideal candidate has experience in advisory roles, excellent relationship management skills, and a strong sales background. This is...

A financial advisory firm in Singapore is seeking an experienced Estate Solutions Assistant Consultant. In this role, you will provide expert advice on wealth and estate planning, evaluate client objectives, and develop tailored strategies. The ideal candidate will have strong analytical skills and the ability to maintain long-term client relationships. This...

We need an Estate Planner to focus on the comprehensive management, structuring, and legal transfer of a client's wealth and assets to their chosen beneficiaries, both during their lifetime and after death.Key responsibilitiesConducting Comprehensive Reviews: Analysing the client's total financial situation, including assets (e.g., property, investments,...

We need a professional Estate Solutions Consultant who provides advice and services related to wealth, financial and legacy estate planning.Key Responsibilities Conduct in-depth discussions with clients to understand their financial objectives, risk profile, and long-term goals.Evaluate existing assets and liabilities to formulate a comprehensive solution...

This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals. Core Function & Support Provide direct administrative and analytical support to the Executive Wealth...

We need a professional Estate Solutions Assistant Consultant who provides advice and services related to wealth, financial and legacy estate planning. Key Responsibilities Conduct in-depth discussions with clients to understand their financial objectives, risk profile, and long‐term goals. Evaluate existing assets and liabilities to formulate a...