Wealth Planner

7 hours ago

Singapore EFG International Full time

The Wealth Planner is responsible to identify and develop wealth planning strategies - including through the use of insurance solutions, trusts, foundations, Family office, companies and other complex structures - to address clients wealth planning needs and objectives.

Main Responsibilities

  • Meet with clients and EFG Client Relationship Officers (CROs) to understand and identify opportunities regarding client wealth planning needs and objectives
  • As subject matter expert, conduct awareness training/discussions with CROs on relevant technical product/market updates relevant to the wealth planning space
  • Work with EFG Wealth Solutions (trustees) to facilitate the establishment of EFG trust structures for clients
  • Work with all relevant parties (internal and external to EFG) to assist in the processing and closure of wealth planning cases in Asia
  • Develop and maintain strong network of external advisors (Lawyers, Accountants, etc), insurance brokers and other counterparties
  • Work closely with the Head of Wealth Planning Asia on the achievement, monitoring and regularly reporting of financial performance and business development efforts
  • Contribute to Asia content for publications etc generated by Global Wealth Planning team

Role Requirements

  • In-depth knowledge, understanding and experience of:
  • The uses of offshore jurisdictions and wealth planning tools such as trusts, foundations, Family office and companies
  • In-depth knowledge, understanding and experience with HNW insurance solutions and premium financing
  • Experience in demonstrated track record of managing wealth planning business ideally in an insurance brokerage/private

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