Wealth Planner

1 day 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.

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