Wealth Planning Director Estate, Legacy, Fiduciary, Hnw >> Regional Wealth

YOUR NEW JOB As a Wealth Planning Director , you’ll advise UHNW and HNW clients on estate, legacy, and fiduciary structures while driving business growth for the firm’s Singapore office. You’ll work closely with internal teams and external partners to deliver integrated wealth planning solutions and expand the Group’s regional fiduciary and insurance...

Description YOUR NEW JOB As a Wealth Planning Director , you’ll advise UHNW and HNW clients on estate, legacy, and fiduciary structures while driving business growth for the firm’s Singapore office. You’ll work closely with internal teams and external partners to deliver integrated wealth planning solutions and expand the Group’s regional fiduciary...

Internal Develop an internal network by partnering up with our internal stakeholders for a more holistic solution approach in estate & legacy planning Meet prospects / clients / colleagues to introduce wealth planning solutions for potential cross selling opportunity Resolve complex enquiries on fiduciary / insurance related matters to ensure clients...

Internal:Develop an internal network by partnering up with our internal stakeholders for a more holistic solution approach in estate & legacy planningMeet prospects / clients / colleagues to introduce wealth planning solutions for potential cross selling opportunityResolve complex enquiries on fiduciary / insurance related matters to ensure clients...

**Business Function** Global Transaction Services (GTS) comprises of Cash & Trade, Securities Services and Fiduciary Services. In an increasingly borderless world marked by burgeoning trade flow, expertise in trade finance services is an invaluable asset. With cash the lifeblood of every company, so too, is a good understanding of how to manage these...

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 & SupportProvide direct administrative and analytical support to the Executive Wealth...

We need a professional Estate Solutions Consultant who provides advice and services related to wealth, financial and legacy estate planning.Key Responsibilities Conduct in-depth discussions with clients to understand their financial objectives, risk profile, and long-term goals.Evaluate existing assets and liabilities to formulate a comprehensive solution...

5 days ago Be among the first 25 applicants Alpha Wealth Financial Advisers is committed to providing personalized financial planning and investment management services tailored to each client's unique lifestyle and financial goals. Our team values Abundance, Wisdom, Focus, and Appreciation, and we empower clients through financial literacy. We offer...

This role is for a senior financial planning professional with an existing client base who has UK and AU qualifications. You will be responsible for business development, managing client relationships, working closely with your clients to develop comprehensive and personalized financial plans, implement an investment plan that aligns to their goals along...

**Wealth Management Associate** Get a head start to achieving financial independence by being your own boss! Why get trapped in the corporate rat race for years? Only to face possible stagnation, burn-out, or retrenchment, before realising it is not right for you? Think of the opportunity cost and time lost. Join the dynamic team at CO Wealth Advisory and...