Wealth Planning Specialist

12 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 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

  • 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 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

    12 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

    12 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...

  • 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...

  • Wealth Planning Manager

    1 week ago

    Singapore OCTOMATE STAFFING PTE. LTD. Full time

    As a **Wealth Planning Manager**, you will provide comprehensive financial solutions to clients by offering a wide range of **investment, insurance, and banking products**. Your primary goal is to help clients achieve their wealth accumulation, protection, and retirement planning goals, while meeting or exceeding your own sales targets and maintaining high...