Vp, Private Bank Wealth Planning Advisor

**Date live**:
06/20/2025
**Business Area**:
Investments
**Area of Expertise**:
Relationship Management
**Contract**:
Permanent
**Reference Code**:
JR-0000058228
Join Relationship Management, to build and maintain relationships with customers, clients, stakeholders, and strategic partners. Your focus will be on driving business growth through effective relationship-building and delivering tailored solutions to meet client needs.
See your commute
This is an exciting opportunity to join Barclays Private Bank as VP, Private Bank Wealth Planning Advisor. You will act as the lead Wealth Advisor in Singapore, supporting the Singapore based Private Bankers with the cross-border succession planning needs of Singapore booked clients. You will provide a broad range of estate planning services to PBWM clients, who hold cash and assets under management with Barclays. This is achieved through analysing the holistic estate planning needs of HNW and UHNW international clients and associated family offices.
By utilising on your technical skills and experience, you will provide creative solutions to a broad range of cross border estate planning client requirements in coordination with each client’s tax / legal advisors. This may result in the establishment of a succession planning vehicle (such as a trust or foundation) or the provision of a wealth planning or an insurance solution.
You may be assessed on key critical skills relevant for success in the role, such as risk and controls, change and transformation, business acumen, strategic thinking, as well as job-specific technical skills.
Excellent tax and or legal knowledge in succession planning with specific focus on addressing the needs of clients across Asia
At least 5 years of relevant experience from a Private Bank
Past experiences as a wealth planner, trustee, private client lawyer or tax accountant will be highly advantageous
Purpose of the role
To develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line, bridging the gap between product development, marketing, sales, and customer service.
Accountabilities
Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance.
Identification of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings.
Response to customer inquiries, resolution of issues, and provision of guidance on product usage..
Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption.
Assistance with the development and execution of marketing materials for the product, such as brochures, presentations, and online content.
Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders.
Participation in events, conferences, and other networking opportunities to showcase the product and generate interest.
Vice President Expectations
To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..
If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others..
Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
Manage and mitigate risks through assessment, in support of the control and governance agenda.
Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
Create so