Wealth Planning Specialist

6 hours 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 opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today

This position is responsible for advising clients on holistic wealth planning and family office solutions with respect to estate, succession, inter-generational transfer, preservation, family office and liquidity planning and plays a role in business development both with clients and stakeholders, internally and externally, and the development and enhancement of the wealth planning and family office offering and solutions to take into consideration client and industry demands and trends

Specific scope of work includes:

- Provide quality wealth planning advisory services to clients of Bank of Singapore including advising on Trust planning, Family office solutions, Philanthropic plans, Insurance related plans and other related needs.
- Proactively build strong and trusting partnerships with Bankers and other specialists in developing and servicing client relationships
- Develop pipeline opportunities and presenting internally to Bankers on Wealth Planning ad Family Office solutions and initiatives
- Attend meetings and lead discussions with clients, Bankers and professional advisors with the view of addressing client needs and providing advice and solutions
- Travel regularly with Bankers and ensure all applicable law and regulations are complied with
- Contribute actively to achieving bank's AUM, NNM, and revenues and structure targets
- Develop and enhance our wealth planning and family office offering and solutions targeted at our focused client segments with the view of addressing clients' needs and demands as the planning matures
- Conduct regular trainings and updates on Wealth Planning topics and solutions to Bankers and other related stakeholders
- Develop network of professionals, legal and tax consultants, external advisors that builds an eco-system of service providers to meet client's needs

**Qualifications**
- Minimum of 10 years of relevant working experience
- Strong understanding of Wealth Planning, Family Office, Trust, Philanthropy and Insurance solutions
- Track record of structuring, written and presentation skills for clients of relevant markets
- Knowledge of legal, tax and regulatory environment in key markets and how these affect structuring of solutions. Well versed in wealth planning and family office structures and solutions used in key markets.
- Good interpersonal, communication and client interfacing skills. Ability to work in a multi-cultural environment with a diversified client base
- Ability to work as an independent self-starter with excellent interpersonal skills and ability to interact with a wide cross section of stakeholders
- Tertiary Education with a legal or tax / accounting degree
- STEP Qualified preferred or pursuing accreditation as a STEP qualified wealth planner

  • Wealth Management Specialist

    4 days ago

    Singapore WEALTH ASIA LLP Full time

    Do you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you In this exciting role, you will play a vital role by...

  • Wealth Management Specialist

    2 weeks ago

    Singapore WEALTH ASIA LLP Full time

    Roles & Responsibilities Do you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you In this exciting role, you will...

  • Wealth Planning Specialist, Wealth Planning

    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...

  • Wealth Management Specialist

    2 weeks ago

    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesDo you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for youIn this exciting role, you will play a...

  • Wealth Planning Support Specialist

    6 days ago

    Singapore beBeeWealth Full time

    Job Title: Wealth Planning Support Specialist We are seeking a highly skilled and motivated individual to join our team as a Wealth Planning Support Specialist. This is an exciting opportunity for a self-driven professional who wants to make a real impact in the financial industry. About the Role: The successful candidate will provide administrative...

  • Wealth Planning Support Specialist

    2 weeks ago

    Singapore beBeeWealth Part time $80,000 - $100,000

    Job Title: Wealth Planning Support SpecialistWe are seeking a highly skilled and motivated individual to join our team as a Wealth Planning Support Specialist. This is an exciting opportunity for a self-driven professional who wants to make a real impact in the financial industry.About the Role:The successful candidate will provide administrative support to...

  • Wealth Planning Specialist

    6 hours ago

    Singapore Bank of Singapore Full time

    Wealth Planning Specialist (Vice President/Executive Director) 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...

  • Wealth Planning Expert

    2 weeks ago

    Singapore beBeeProjectManager Full time $90,000 - $120,000

    Job Opportunity: Project Development SpecialistWe are seeking a skilled professional to support the Wealth Planning Solutions Hub (WPSH) in driving projects, enhancing processes, and maintaining resources across the private wealth space.This role involves collaborating with internal stakeholders, external advisors, and Relationship Managers to ensure...

  • Wealth Planning Specialist

    6 hours ago

    Singapore Manulife Full time

    **Position Responsibilities**: - Collaborate with financial representatives to design and develop customized wealth plans for clients. - Provide basic tax guidance related to estate planning, including estate tax, gift tax, and income tax considerations. - Integrate estate planning components with overall financial planning strategies to optimize client...

  • Private Wealth Director

    2 weeks ago

    Singapore Prestige Wealth Full time

    Position Overview: We are seeking seasoned ex-bankers and insurance agents with a proven track record in sales to join our dynamic team as Private Wealth Directors. This is a salaried position starting at SGD 10,000 per month, with the potential for significant performance-based incentives. The role is centered on sales, with a focus on delivering...