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Wealth Planner

2 weeks 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 creation and preservation solutions that will help attract and anchor assets to the Bank.

**YOUR CHALLENGE**:
**GENERAL DESCRIPTION**

The Wealth Planner is member of the Wealth Planning Singapore team and shall endeavour to fulfil the financial ambitions defined and outlined for the team by Head Wealth Planning Singapore. He/she shall ensure active risk management and meet all regulatory and internal compliance expectations relating to the role.

The role requires close working collaboration with Relationship Managers to provide clients/prospects with holistic wealth creation and preservation solutions that will help attract and anchor assets to the Bank. He/she shall drive comprehensive and innovative end-to-end wealth planning solutions that are tailored to individual client needs. The incumbent shall also build highly effective relationships across the Bank to maintain and improve knowledge of the business and its latest products and services to optimise service to clients.

The Wealth Planner reports to Head Wealth Planning Singapore.

**KEY FEATURES OF THE POSITION**

**People**Management**
- Contribute to the strengthening of team spirit and the fostering of a collaborative work environment
- Motivate and provide guidance/feedback to other team members to improve overall performance

**Client Management (internal & external)**
- Provide holistic and in-depth solutions to facilitate wealth creation and preservation (i.e. financial planning, wealth structuring, succession, retirement, relocation, philanthropy, family office structuring) that will help attract and anchor assets to the Bank
- Drive comprehensive and robust end-to-end wealth planning services/solutions (i.e. client counselling, proposals, fee negotiations, documentation drafting, client adoption formalities execution and handover) tailored to the individual needs of clients
- Handle new business enquiries by working flexibly with Wealth Planning specialists in other locations
- Regular consultation with Front representatives to be updated of clients’ needs/demands and take appropriate measures to fulfil them, where relevant
- Support Relationship Managers in Client meetings

**Business Management**
- Work to fulfil the financial ambitions of the team defined by Head Wealth Planning Singapore
- Regular review of the function’s practices to ensure efficiency and productivity are kept at optimal levels
- Monitor the products, services and markets of competitors, keeping abreast of developments and trends (regulatory and otherwise) that may influence the business

**Compliance & Risk Management**
- Meet all legal, regulatory and compliance standards/requirements
- Adhere to all relevant Local User Manuals
- Ensure extensive analysis and management to mitigate high commercial (fiduciary) risks
- Regular assessment of the function’s practices to mitigate associated risks arising out of and relating to the said function
- Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations

**YOUR PROFILE**:
**Personal and Social**
- Able to work independently and in a global team setup to take on initiatives with a positive attitude
- High standards of professional integrity and accountability
- Client-centric approach for all deliverables
- Able to quickly troubleshoot problems and provide effective solutions
- Fast learner and able to work under pressure to meet tight deadlines
- Good communication/coordination skills to deal with different levels of stakeholders
- Highly motivated with integrative personality

**Professional and Technical**
- Relevant higher educational and professional background with minimum 8 years of relevant working experience
- Sound working knowledge and experience of advisory services for private clients within a law firm, fiduciary company accounting firm and/or private bank
- Strong technical credentials (legal/tax) and proficiency for professional client counselling and successful implementation of cross-border structures (trusts/foundations/companies/insurance structures and special finance transactions)
- Broad base of financial skills relation to tax and estate planning, financial planning, accounting, banking and investments
- Possess advanced professional qualifications, such as the following (or internally recognised equivalents):

- Legal/Tax background (university degree) and/or recognised inter