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...

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...

A leading wealth management firm in Singapore is seeking a Wealth Planning Director. This role involves advising ultra-high net worth clients on complex estate and fiduciary structures while driving business growth. You will collaborate with internal teams and external partners to deliver integrated solutions. Ideal candidates will have 10–15 years of...

A financial advisory firm in Singapore is seeking an experienced Estate Solutions Assistant Consultant. In this role, you will provide expert advice on wealth and estate planning, evaluate client objectives, and develop tailored strategies. The ideal candidate will have strong analytical skills and the ability to maintain long-term client relationships. This...

**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...

We need a professional Estate Solutions Assistant 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...

**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...

In this exciting role, you will play a vital role by providing comprehensive wealth management solutions to our affluent clientele. You will be instrumental in understanding their unique financial needs and aspirations, assisting in crafting personalized strategies, sales prospecting, achieving sales targets, and ensuring their portfolios remain aligned with...

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...

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...