Senior Wealth Planner
4 weeks ago
Director, Market Specialist - Trust & Private Wealth Management Asia A leading private bank is looking to hire a wealth planner to join their team in Singapore. Responsibilities Serve as technical expert and resource on wealth planning matters for prospects and high-net-worth clients. Work closely with Relationship Managers to acquire new clients and retain, expand and deepen client relationships through a holistic and independent approach to clients’ wealth planning needs. Stay current in planning, tax, legal and regulatory developments that can affect clients’ wealth and family. Provide internal training to Relationship Managers and other stakeholders, and speak at client events organized by the bank with which we have strategic alliances. Follow up implementation of suggested planning solutions and liaise with external tax and legal advisors and service providers (trust company, fiduciary companies, insurance brokers, etc.). Cover clients and prospects based in Asia. Qualifications 10 to 15 years of experience as wealth planner, trust manager/officer or private client legal advisor covering South East Asia or North Asia. STEP qualification and a legal qualification is a plus. Ability to speak Mandarin is preferred. Ability to view wealth planning holistically and incorporate various wealth management disciplines. Strong technical knowledge. Client-centric skills including excellent organizational, interpersonal, verbal and written communication skills. Collaborative, able to work with and through others. Singapore citizen or Permanent Resident. Desired Skills and Experience 10 to 15 years’ experience as wealth planner, trust manager/officer or private client legal advisor covering South East Asia or North Asia; STEP qualification and a legal qualification is a plus; ability to speak Mandarin is preferred; ability to view wealth planning holistically and incorporate various wealth management disciplines; strong technical knowledge; client-centric skills including excellent organizational, interpersonal, verbal and written communication skills; collaborative, able to work with and through others; Singapore citizen or Permanent Resident. Job Details Seniority level: Director Employment type: Full-time Job function: Business Development Industries: Trusts and Estates #J-18808-Ljbffr
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Wealth Planner
4 weeks ago
Singapur, Singapore Alpha Wealth Financial Advisers Full time5 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...
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Senior Wealth Planner
4 weeks ago
Singapur, Singapore Selby Jennings Full timeDirector, Market Specialist - Trust & Private Wealth Management Asia at Selby Jennings A leading private bank is looking to hire a wealth planner to join their team in Singapore. The candidate will serve as technical expert and resource on wealth planning matters, both for prospects and HNW clients. He or she will work closely with the Relationship Managers...
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Singapur, Singapore ALPHA WEALTH FINANCIAL ADVISERS PTE. LTD. Full timeJob Highlights Build relationships with clients Career Advancement Responsibilities Acquire and manage a pool of clients’ investment portfolios Understand clients’ financial objectives and investment requirements Provide information and comparisons for clients to make informed decisions Building and maintaining long-term relationship with clients...
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Wealth Planner
2 weeks ago
Singapur, Singapore EFG International Full timeOur Company EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide and strive to be an employer of choice. Our Purpose and Mission Empowering entrepreneurial minds to create value – today and for the future. We are a private bank, offering personalised...
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Wealth Planner
3 weeks ago
Singapur, Singapore ABUNDANT LIFE PLANNERS PTE LTD Full timeJob 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...
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Executive Director, Wealth Planner
2 weeks ago
Singapur, Singapore Nomura Singapore Limited Full timeJob Title: Wealth Planner Corporate Title: Executive Director Division: International Wealth Management Location: Singapore SFID: 11611 Nomura Overview Nomura is a global financial services group with an integrated network spanning over 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions,...
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Executive Director, Wealth Planner
1 week ago
Singapur, Singapore Nomura Holdings, Inc. Full timeSelect how often (in days) to receive an alert: Job Title: Executive Director, Wealth Planner Job Code: 11611 Country: SG Skill Category: International Wealth Management Nomura Overview Nomura is a global financial services group with an integrated network spanning over 30 countries and regions. By connecting markets East & West, Nomura services the needs of...
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Executive Director, Wealth Planner
2 weeks ago
Singapur, Singapore Nomura Holdings, Inc. Full timeSelect how often (in days) to receive an alert: Job Title: Executive Director, Wealth Planner Job Code: 11611 Country: SG Skill Category: International Wealth Management Nomura Overview Nomura is a global financial services group with an integrated network spanning over 30 countries and regions. By connecting markets East & West, Nomura services the needs of...
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Estate Planner
2 weeks ago
Singapur, Singapore WEALTH ASIA LLP Full timeWe need an Estate Planner to focus on the comprehensive management, structuring, and legal
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Salaried Wealth Advisor
4 weeks ago
Singapur, Singapore IHARVEST WEALTH MANAGEMENT PTE. LTD. Full timeAbout the Role We are seeking a motivated and client-focused Salaried Wealth Advisor to join our growing team. This role is ideal for individuals who are passionate about financial planning, enjoy building long-term client relationships, and value the stability of a fixed salary with additional performance-based rewards. As a Wealth Advisor, you will provide...
