Wealth Planner

Our 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 solutions on a global scale to private and institutional clients. Our sustainable success is based on our talents and how we partner with our clients and communities to create lasting value. Role 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 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 such as TEP, LLM in tax are advantageous Completion of CACS Paper 1 and 2 Strong verbal and written communication skills Proficient in Mandarin – you will be working with Client Relationship Officers with Chinese portfolios Our Values Accountability: Taking ownership for tasks and challenges, seeking continuous improvement Hands‑on: Being proactive to rapidly deliver high‑quality results Passionate: Being committed and striving for excellence Solution‑driven: Focusing on client outcomes and treating clients fairly with a risk‑aware mindset Partnership‑oriented: Promoting collaboration and teamwork, working together with an entrepreneurial spirit About Us 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 worldwide. 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. Seniority level Mid‑Senior level Employment type Full‑time Job function Finance and Sales Industries Banking Location: Downtown Core, Central Singapore Community Development Council, Singapore. Salary: SGD 2,000.00–SGD 6,000.00 #J-18808-Ljbffr