Gm-trust

7 days ago

Singapore Nomura Asia Full time

**Job Title**: Wealth Planner

**Corporate Title**: ED/VP

**Division**: IWM

**Location**: Singapore

**Nomura Overview**
Nomura is an Asia-based financial services group with an integrated global network spanning over 30 countries. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Retail, Asset Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm practices disciplined entrepreneurship while building on a long tradition of serving clients with creative solutions and considered thought leadership.

**Role Overview**
Main responsibility will be new business acquisition and marketing / promotion of Nomura's Wealth Planning Solutions (WPS) offerings. Other responsibilities include support in the trust relationship management.

**Responsibilities**
- Participate in strategic development of WPS platform from marketing and compliance perspectives
- All marketing and promotional activities in relation to three main solutions by WPS, viz trust, insurance referrals, and single family office setup in Singapore
- Collaborate with RMs to solve for clients' various requirements in the space of wealth planning
- Meet with and prepare proposals for prospective clients
- Follow through with prospecting till completion
- Assist Nomura trust company in liaison work with existing clients
- Collaborate with insurance intermediaries in relation to insurance referral activities
- Arrange trainings and events in relation to trust, insurance referrals, & SFO
- Collaborate with advisors when assisting clients in setting up SFO in Singapore
- Prepare business reports on a regular basis
- Any other job duties which the supervisor may delegate from time to time

**Requirements**:

- Degree in law, accounting, tax or finance.
- Minimum 10 years of relevant experience. Ideally someone within business development and marketing environment with knowledge in trust, fiduciary, insurance, legal or accountancy environment.
- Team-player with good interpersonal, communication, and client interfacing skills
- Ability to multi-task and to work in an environment of diverse client base
- Fluent in written and spoken English & Chinese (Mandarin)

**Diversity Statement**
Nomura is committed to an employment policy of equal opportunities, and is fundamentally opposed to any less favourable treatment accorded to existing or potential members of staff on the grounds of race, creed, colour, nationality, disability, marital status, pregnancy, gender or sexual orientation.

**DISCLAIMER**:
**This Job Description is for reference only, and whilst this is intended to be an accurate reflection of the current job, it is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. The management reserves the right to revise the job and may, at his or her discretion, assign or reassign duties and responsibilities to this job at any time.

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