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Wealth Planning Specialist

2 weeks 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 wealth management.
- Educate clients and financial representatives on the benefits and implications of various estate and wealth planning strategies.
- Attend client meetings jointly with financial representatives to discuss and implement wealth planning strategies when needed.
- Coordinate with trustees, accountants, financial advisors, and other professionals to ensure holistic and seamless wealth planning services.
- Stay informed on changes in estate planning laws and financial regulations that may impact clients.
- Provide ongoing support and advice to financial representative and clients as their wealth planning needs evolve.

**Required Qualifications**:

- Bachelor’s degree in finance, law, accounting, or a related field preferred.
- Basic knowledge of wills, trusts, and tax laws, with an ability to integrate these into financial planning and/or understanding of accounting principles, with a particular ability to interpret financial statements for effective wealth planning.
- Strong analytical and problem-solving skills.
- Excellent written and verbal communication skills.
- High level of accuracy and attention to detail.
- Ability to manage multiple clients and tasks simultaneously.
- Strong ethical standards and a commitment to client confidentiality.

**Preferred Experience**:

- Previous experience in wealth planning, financial planning, or a related field.
- Familiarity with estate administration processes and procedures.
- Experience working with high-net-worth clients is a plus.

**_When you join our team: _**
- We’ll empower you to learn and grow the career you want.
- We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we’ll support you in shaping the future you want to see.

**About Manulife and John Hancock**

**Manulife is an Equal Opportunity Employer**

**Working Arrangement**

Hybrid