Family Office and Wealth Planning Specialist

6 days ago

Singapore Bank of Singapore Limited Full time $150,000 - $200,000 per year

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

Bank of Singapore opens doors to new opportunities.

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, liquidity 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 and 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:

  • Generally, 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

PRIVATE_BANKING_WEALTH_MANAGEMENT

  • Family Office and Wealth Planning Expert

    1 week ago

    Singapore beBeeWealth Full time $80,000 - $120,000

    Job Title: Family Office and Wealth Planning SpecialistJob SummaryWe are seeking a highly skilled Family Office and Wealth Planning Specialist to join our team. The successful candidate will have a strong background in wealth management, investment planning, and family office operations.Key Responsibilities:Provide expert advice on wealth management...

  • Wealth Planning Specialist, Wealth Planning

    3 days 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...

  • Family Office Advisor

    2 weeks ago

    Singapore SUN WEALTH HOLDING GROUP PTE. LTD. Full time

    Roles & Responsibilities **Family Office Advisor** **Responsibilities** - Direct support to Family Office Advisors in administrative and organisational aspects of client management - Assist with documentation for client onboarding and ongoing maintenance - Able to handle client communications and instructions - Assist in preparation of client proposals -...

  • Unique Wealth Planning Expertise

    1 week ago

    Singapore beBeeSuccession Full time $180,000 - $250,000

    Trust and Wealth Planning SpecialistOur esteemed client, a prominent family office in Asia, seeks an accomplished Trust and Wealth Planning professional to support their principals. This position offers a unique opportunity to work on intricate trust, estate, and succession planning matters, alongside family governance issues.

  • Asian Family Office Specialist

    1 week ago

    Singapore beBeeFamilyOffice Full time $80,000 - $120,000

    Asian Family Office SpecialistWe are seeking an experienced professional to join our Wealth & Family Office Advisory team in Singapore.This role will focus on delivering bespoke solutions for Asian family office clients and global families establishing Single Family Offices (SFOs) in Singapore.The OpportunityThis specialist will support relationship...

  • Research Fellow

    5 days ago

    Singapore Wealth Management Institute Full time

    Company Description **About the Wealth Management Institute (WMI)**: Established in 2003, the Wealth Management Institute (WMI) is committed to building capabilities for investing in a better tomorrow. Founded by GIC and Temasek, our vision is to be Asia’s Centre of Excellence for wealth and asset management education and research. WMI is appointed as...

  • Wealth Planning Specialist

    2 weeks ago

    Singapore Bank of Singapore Full time

    **Wealth Planning Specialist (Vice President/Executive Director)** **-** **(**2500008I**)** **Description** 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...

  • Wealth Management Specialist

    4 days 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 Management Specialist

    2 weeks 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...

  • Family Office Solutions

    1 week ago

    Singapore Julius Baer Full time

    Family Office Solutions & Advisory Specialist At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together. Overview The Family Office Solutions & Advisory Specialist is a member of the...