Wealth Planning Director: Estate

A leading advisory firm in Singapore is seeking an experienced Director of Wealth Planning to lead estate and fiduciary advisory initiatives. This role involves collaborating across teams, engaging high-net-worth clients, and developing comprehensive wealth structuring strategies. Candidates should have 6-8 years' experience in wealth planning or fiduciary...

Our client is looking for an experienced and commercially minded Director, Wealth Planning to champion estate, legacy and fiduciary advisory initiatives across the region. This individual will work closely with internal partners, engage HNW clients, and contribute to the expansion of fiduciary and corporate advisory services. The role calls for strong...

JoinTitans Private Wealth, representing Manulife FA's Top Branches, and build a distinguished career advising affluent and high-net-worth clients on investments, trust planning & legacy strategies. What You’ll Do Advise private clients on wealth growth, trusts & estate planning Manage investment portfolios with top-tier product access Deliver high-touch...

With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world’s most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally. We have representatives across Hong Kong,...

A prestigious wealth advisory firm in Singapore seeks a dedicated advisor to guide affluent clients on investments and estate planning. You will manage investment portfolios, providing high-touch service while nurturing long-lasting relationships with business owners and professionals. Candidates with a degree in finance or related fields and strong...

Planning Director, Client Experience & Leadership Location: Singapore Seniority level Executive Employment type Full‑time Job function Business Development and Sales Key Responsibilities Lead new business acquisition and strategic growth of the Wealth Planning Solutions platform across HNW and UHNW segments Develop and implement strategic marketing...

A leading wealth planning firm in Singapore is seeking a Mid-Senior level professional to develop relationships with referral sources and present life insurance products. Candidates should have 8-12 years of experience in the financial industry, with a strong analytical mindset and excellent communication skills. This full-time role involves tracking client...

A financial talent specialist firm in Singapore is seeking a Planning Director for Client Experience and Leadership. The role involves leading new business acquisition, implementing marketing initiatives for wealth planning, and serving as the primary relationship owner for clients. Candidates should possess over 12 years of experience in wealth management,...

Back to Work- Wealth Planning Manager / Senior Wealth Planning Manager, Consumer Banking Group Join to apply for the Back to Work- Wealth Planning Manager / Senior Wealth Planning Manager, Consumer Banking Group role at DBS Bank Back to Work- Wealth Planning Manager / Senior Wealth Planning Manager, Consumer Banking Group 3 months ago Be among the first 25...

PreceptsGroup International, formerly known as Rockwills Singapore Group of Companies, is a leading provider of estate and succession planning services, specializing in wills, trusts, estate administration, corporate services and education. Headquartered in Singapore, the company boasts a team of over 800 estate and succession practitioners dedicated to...