Wealth Planner

2 weeks 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
- 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 bank/trust company
- University degree in Law or Finance related discipline. Additional qualifications links to the area of interest (e.g TEP, LLM in tax, etc) would be advantageous
- Strong verbal and written communication skills
- Proficient in Mandarin as you will be working together with the Client Relationship Officers with Chinese portfolios.

EFG Bank is the Swiss private banking subsidiary of EFG International. Headquartered in Zurich, it has an international network spanning Europe, Asia Pacific, Middle East and Latin America, and manages assets for private clients all over the world. The bank’s services comprise asset management and investment counselling, investment funds, securities brokerage, estate planning and a full array of banking services. EFG Bank offers a stimulating and dynamic work environment.

  • wealth planner

    2 weeks ago

    Singapore Alpha Wealth Financial Advisers Full time

    1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Alpha Wealth Financial Advisers is committed to providing personalized financial planning and investment management services to help our clients achieve their financial goals. We prioritize understanding our clients' goals, values, and aspirations to...

  • American Wealth Planner, Cfp, Ea

    3 days ago

    Singapore AVRIO WEALTH PTE. LTD. Full time

    Avrio Wealth offers investment management and wealth planning to global families who require an international perspective including US taxpayers. Our belief is that client relationships begin with a wealth plan. Through wealth planning we create long term relationships with our clients and help guide them through their wealth journey. Avrio is seeking an...

  • Wealth Planner

    16 hours ago

    Singapore ABUNDANT LIFE PLANNERS PTE LTD Full time

    Roles & ResponsibilitiesJob DescriptionWe 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...

  • Wealth Planner

    2 weeks ago

    Singapore SNAPHUNT PTE. LTD. Full time

    **The Role** **In need of an experienced and dedicated Wealth Planner who will provide holistic wealth management solution to clients.** **Your responsibilities will include**: - Managing client’s financial portfolio while building long lasting relationships - Evaluating clients' financial documents including their income, expenses, and liabilities. -...

  • Wealth Planner

    2 weeks ago

    Central Singapore Emprego SG Full time

    **Location** Singapore, Central Singapore **Job Type** Permanent **Salary** $3,500 - $4,500 Per Month **Date Posted** 3 minutes ago Additional Details **Job ID** 15934 **Job Views** 1 **Job Description**: Roles & Responsibilities - To offer clients customised solutions created with products that PIAS carries - To provide clients advice in...

  • Wealth Planner

    7 days ago

    Singapore Julius Baer Full time

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. Responsible to close working collaboration with Relationship Managers to provide clients/prospects with holistic wealth...

  • Wealth Planner

    4 days ago

    Singapore Julius Baer Full time

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. Responsible to close working collaboration with Relationship Managers to provide clients/prospects with holistic wealth...

  • Wealth Planner Advisors

    6 days ago

    Singapore Sync Mortgage Pte Ltd Full time

    Company Sync Mortgage Pte Ltd - syncmortgage.io Designation Wealth Planner Advisors Date Listed 27 Aug 2025 Job Type Entry Level / Junior Executive - Full/PermPart/Temp Job Period Immediate Start - Flexible End Profession Insurance Industry Others Location Name Downtown Core, Singapore Address Downtown Core, Singapore Map Allowance /...

  • Wealth Planner Trust Advisory Business

    3 weeks ago

    Singapore CAREER STORY PTE. LTD. Full time

    Roles & ResponsibilitiesWealth PlannerThis is a perm role for one of our clients in the Private Banking Sector.Job ScopeTrust Advisory Business, Family Offices.Responsible for structured account conversions, account administration and risk management.Job DescriptionSales Functions (50%)Responsible for analyzing client circumstances, objectives,...

  • Wealth Planner

    2 weeks ago

    Singapore Bank of Singapore Full time

    At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and...