Wealth Planner

8 hours ago

Singapore ABUNDANT LIFE PLANNERS PTE LTD Full time

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 UHNW clients. As a Wealth Planner, you will be responsible for: Client Acquisition & Relationship Management : Cultivating strong relationships with UHNW individuals and families, providing them with tailored wealth management services that align with their financial and legacy goals. Philanthropic Advisory : Working closely with clients on charitable giving strategies, including establishing foundations, endowments, and donor-advised funds. Financial & Estate Planning : Providing customized wealth preservation, tax planning, and estate management solutions. Investment Solutions : Collaborating with our investment team to offer curated investment opportunities that align with the financial objectives of your clients. Client Porting : Bringing over an existing client portfolio and seamlessly integrating them into our firm's services and offerings. Cross-functional Collaboration : Working with internal teams, including tax and legal experts, to deliver comprehensive wealth and philanthropic planning services. Key Responsibilities Manage and expand a portfolio of UHNW clients, focusing on long-term relationships. Develop customized philanthropic strategies that reflect clients' values and ambitions. Create comprehensive financial plans that include investment strategies, risk management, and estate planning. Facilitate the

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