Asset & Wealth Management, Private Wealth Management, Family Office Wealth Strategist, Vice Pre[...]

5 days ago

Singapore Goldman Sachs Bank AG Full time

Overview
Private Wealth Management (PWM) builds, develops and manages relationships with high-net-worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services. PWM Asia is seeking a candidate to be a wealth strategist in the Goldman Sachs Family Office (GSFO) team in Singapore. The person filling this position would present wealth planning solutions to existing and potential GS clients and their advisors across Asia.
YOUR IMPACT
Serving as a subject matter expert and resource on matters of trust, estate and wealth planning for Private Wealth Management within the region
Enhancing the value proposition of Private Wealth Management by helping private clients understand, navigate and position themselves in relation to estate planning, life insurance, immigration, asset protection, family governance and philanthropic aspects of wealth
Providing clients with integrated wealth planning solutions by working closely with other groups in Goldman Sachs, including Private Wealth Advisors, Investment Strategy Group, Market Solution Group
Responsibilities
Deliver wealth planning strategies and solutions for high-net-worth clients in the GSFO team and across Asia
Collaborate with internal partners to provide integrated advice and coordinate cross-functional support
Basic Qualifications
A strong background in assisting high net worth clients from an asset protection, life insurance, trust and estate and cross-border planning perspective
Technical expertise on tax and succession matters across key APAC jurisdictions (Australia, China, Hong Kong, Indonesia, Philippines, Singapore, Taiwan and Thailand) including experience in cross border planning for high net worth families
Experience interfacing with trustees, accountants, lawyers, insurance brokers and other advisors in respect of private client wealth planning
Excellent interpersonal skills and a desire to work in a team-oriented environment
Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment
Experience presenting to internal and external audiences
Willingness and desire to travel frequently given regional remit of the role
Fluency in English is a must to ensure effective communication across internal teams, global stakeholders and regulatory bodies
Fluency in Mandarin is required, given a significant proportion of UHNW clients in the region are Mandarin-speaking individuals and families. Mandarin fluency is critical to build trust and rapport directly with clients in their preferred language, and navigate nuanced cultural and linguistic aspects in sensitive discussions around succession, family governance, and wealth

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