Wealth Planner

2 weeks ago

Singapore EFG International Full time $150,000 - $200,000 per year

The Wealth Planner is responsible to identify and develop wealth planning strategies - including through the use of insurance solutions, trusts, foundations, Family office, companies and other complex structures - to address clients wealth planning needs and objectives.

Main Responsibilities

  • Meet with clients and EFG Client Relationship Officers (CROs) to understand and identify opportunities regarding client wealth planning needs and objectives
  • As subject matter expert, conduct awareness training/discussions with CROs on relevant technical product/market updates relevant to the wealth planning space
  • Work with EFG Wealth Solutions (trustees) to facilitate the establishment of EFG trust structures for clients
  • Work with all relevant parties (internal and external to EFG) to assist in the processing and closure of wealth planning cases in Asia
  • Develop and maintain strong network of external advisors (Lawyers, Accountants, etc), insurance brokers and other counterparties
  • Work closely with the Head of Wealth Planning Asia on the achievement, monitoring and regularly reporting of financial performance and business development efforts
  • Contribute to Asia content for publications etc generated by Global Wealth Planning team

Role Requirements

  • In-depth knowledge, understanding and experience of:
  • The uses of offshore jurisdictions and wealth planning tools such as trusts, foundations, Family office and companies
  • In-depth knowledge, understanding and experience with HNW insurance solutions and premium financing
  • Experience in demonstrated track record of managing wealth planning business ideally in an insurance brokerage/private bank/trust company
  • University degree in Law or Finance related discipline. Additional qualifications links to the area of interest (e.g TEP, LLM in tax, etc) would be advantageous
  • Completion of CACS Paper 1 and 2
  • Strong verbal and written communication skills
  • Proficient in Mandarin as you will be working together with the Client Relationship Officers with Chinese portfolios.

EFG Bank is the Swiss private banking subsidiary of EFG International. Headquartered in Zurich, it has an international network spanning Europe, Asia Pacific, Middle East and Latin America, and manages assets for private clients all over the world. The bank's services comprise asset management and investment counselling, investment funds, securities brokerage, estate planning and a full array of banking services. EFG Bank offers a stimulating and dynamic work environment.

  • Wealth Planner

    1 day ago

    Singapore ABUNDANT LIFE PLANNERS PTE LTD Full time

    Roles & Responsibilities Job Description We are seeking a Wealth Planner with expertise in working with Ultra High-Net-Worth individuals and extensive experience in philanthropic planning. The ideal candidate will have an established portfolio of clients that they can transition to our firm, with a proven track record in offering bespoke financial solutions...

  • Wealth Planner

    1 week ago

    Singapore ABUNDANT LIFE PLANNERS PTE LTD Full time

    Job Description We are seeking a Wealth Planner with expertise in working with Ultra High-Net-Worth individuals and extensive experience in philanthropic planning. The ideal candidate will have an established portfolio of clients that they can transition to our firm, with a proven track record in offering bespoke financial solutions tailored to the needs of...

  • Assistant Wealth Manager

    2 weeks ago

    Singapore WEALTH ASIA LLP Full time

    This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals. Core Function & Support Provide direct administrative and analytical support to the Executive Wealth...

  • Junior Wealth Executive

    3 days ago

    Singapore WEALTH ASIA LLP Full time

    Roles & Responsibilities This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals. Core Function & Support Provide direct administrative and analytical support to...

  • Wealth Planner

    1 week ago

    Singapore ABUNDANT LIFE PLANNERS PTE LTD Full time

    **Job Description**: As a Wealth Planner, you will be responsible for: - **Client Acquisition & Relationship Management**: Cultivating strong relationships with UHNW individuals and families, providing them with tailored wealth management services that align with their financial and legacy goals. - **Philanthropic Advisory**: Working closely with clients on...

  • Wealth Planner Support

    2 weeks ago

    Singapore GMP Group Full time

    **Responsibilities**: - Provide secretarial and administrative support to the wealth planning team - Support the advisors with the research, preparation of proposal to clients - Ensure proper and timely reporting of cases and reports - Support the Wealth Planners and RMs in relation to insurance - Coordinate the review of new product...

  • Islandwide, SG

    7 days ago

    Singapore WEALTH ASIA LLP Full time

    Roles & Responsibilities This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals. Core Function & Support Provide direct administrative and analytical support to...

  • Wealth Planner

    6 days ago

    Singapore EFG Full time $80,000 - $120,000 per year

    Our CompanyEFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice. EFG is committed to providing an equitable and inclusive working environment that...

  • Wealth Planner

    7 hours ago

    Singapore EFG Bank Full time $100,000 - $120,000 per year

    DescriptionOur CompanyEFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice. EFG is committed to providing an equitable and inclusive working...

  • Financial Wealth Planner/ Senior Financial Wealth Planner

    4 days ago

    Singapore Alpha Wealth Financial Advisers Full time $80,000 - $120,000 per year

    Job HighlightsBuild relationships with clientsCareer AdvancementJob ResponsibilitiesAcquire and manage a pool of clients' investment portfoliosUnderstand clients' financial objectives and investment requirementsProvide information and comparisons for clients to make informed decisionsBuilding and maintaining long-term relationship with clientsDeveloping own...