Wealth Planning Director for UHNW Estate

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...

**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: 85% of Singaporean have not written their Will yet! If you are passionate about helping people, this may be the career you are looking for As a Will Planning Associate, your role is to approach customers and introduce them to Council of Estate Planning (CEP) lawyers & Estate Planning Specialists. You will be a one point contact to your...

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...

**YOUR NEW JOB**: - Private Banker Relationships : Establish and cultivate strong, trust-based relationships with private bankers at top financial institutions. - Referral Generation : Secure referrals from private bankers to UHNW individuals and families who would benefit from our insurance and financial services offerings. - Client Relationship Management...

Join to apply for the Asset & Wealth Management, Private Wealth Management, Family Office Wealth Strategist, Vice President/ Executive Director, Singapore role at Goldman Sachs Job Description Private Wealth Management (PWM) builds, develops, and manages relationships with high-net-worth individuals, families, family offices, and foundations. PWM assists...

Managing Director, Head of Private Wealth Our client is a confidential global investment firm with a strong track record across public markets, private equity, private credit and alternatives. As part of its continued expansion in Asia, the firm is building a dedicated Private Wealth business to deepen engagement with UHNW individuals, family offices and...

**JOB DESCRIPTION** Introduction** This role is a thrilling opportunity for those with an entrepreneurial spirit, a determination to succeed, and a passion for delivering top-tier service to our clients. We're seeking highly talented team members who are collaborative, confident, and motivated to provide a premier client experience. You'll lead client...

Wealth Management, UHNW Banker, Executive Director, China Market, based in Singapore Job Information Job Identification Job Category Client Advisory Business Unit Asset & Wealth Management Posting Date 12/19/2024, 02:50 PM Apply Before 01/02/2025, 02:50 PM Job Schedule Full time Job Description Are you looking for an exciting opportunity to join a dynamic...