Family Office and Wealth Planning Specialist

4 days ago

BOS Singapore OCBC Full time $150,000 - $200,000 per year

Bank of Singapore opens doors to new opportunities.

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, 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

  • Family Office and Wealth Planning Specialist

    2 days ago

    Singapore Bank of Singapore, Asia's Global Private Bank Full time

    Family Office and Wealth Planning Specialist (Vice President/Executive Director) Join to apply for the Family Office and Wealth Planning Specialist (Vice President/Executive Director) role

  • Family Office Wealth Planning Attorney

    2 weeks ago

    Singapore beBeeWealth Full time $350,000 - $500,000

    Job OpportunityThe Role:Our client, a reputable family office in Asia, is seeking an experienced Trust and Wealth Planning Lawyer to support the principals. This role presents a unique chance to work on complex trust, estate, and succession planning matters, alongside family governance issues.You will play a pivotal part in designing and implementing bespoke...

  • Wealth Planning Specialist

    5 days 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...

  • Talent Acquisition Specialist

    6 days ago

    Singapore Raffles Family Office Pte. Ltd. Full time

    **Discover New Possibilities at Raffles Family Office**: At Raffles Family Office, we are people first, people who can think beyond a label. We are one dynamic and entrepreneurial team. Fun, respectful, solidarity - Just like a family. We consistently strive to provide a workplace that nurtures diverse yet inclusive corporate culture, and encourages...

  • Wealth Planning Specialist

    5 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

    8 minutes 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 -...

  • Wealth Management Specialist

    2 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

    29 minutes 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 Planning Specialist

    2 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...

  • Wealth Management Specialist

    24 minutes 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...