Asset & Wealth Management, Private Wealth Management, Family Office Wealth Strategist, Vice Pre[...]
2 days ago
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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Assistant Wealth Manager
13 hours ago
Singapore WEALTH ASIA LLP Full timeThis 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...
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Junior Wealth Executive
7 days ago
Singapore Wealth Asia Full time $40,000 - $60,000 per yearThis 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 & SupportProvide direct administrative and analytical support to the Executive Wealth...
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Junior Wealth Executive
2 days ago
Singapore WEALTH ASIA LLP Full timeThis 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...
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Singapore Goldman Sachs Full timeJoin to apply for the Asset & Wealth Management, Private Wealth Management, Wealth Management Professional - Trade Execution, Associate, Singapore role at Goldman Sachs Join to apply for the Asset & Wealth Management, Private Wealth Management, Wealth Management Professional - Trade Execution, Associate, Singapore role at Goldman Sachs Asset & Wealth...
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APEX WEALTH MANAGER
1 week ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeOverview Join us as AN APEX WEALTH MANAGER, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference—no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft skills and...
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Wealth Managers
1 week ago
Singapore Wealth Asia LLP Full timeDescription Work closely with the Wealth Executive Director and his team of seasoned professionals, you will provide personalized wealth management advice, planning and solutions tailored to meet the unique needs of each client. Responsibilities Conduct comprehensive financial assessments for clients to understand their current financial situation, goals,...
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Apex Wealth Manager
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APEX INVESTMENT WEALTH MANAGER
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Programme Development Manager, E-learning
2 weeks ago
Singapore Wealth Management Institute Full timeCompany Description **About the Wealth Management Institute (WMI)**: Established in 2003, the Wealth Management Institute (WMI) is committed to building capabilities for investing in a better tomorrow. Founded by GIC and Temasek, our vision is to be Asia’s Centre of Excellence for wealth and asset management education and research. WMI is appointed as...
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Wealth Managers
1 week ago
Singapore Wealth Asia LLP Full timeWork closely with the Wealth Executive Director and his team of seasoned professionals, you will provide personalized wealth management advice, planning and solutions tailored to meet the unique needs of each client. Responsibilities Conduct comprehensive financial assessments for clients to understand their current financial situation, goals, and risk...
