Global Family Office & Wealth Structuring Lead

OCBC Malaysia; Kuala Lumpur; On-site; MYR 300,000 - 520,000; Full time

Benefits offered by this job

Competitive salary

Holistic benefits

Learning opportunities

Job summary

Bank of Singapore seeks a senior wealth planning professional to lead the Family Office and Structuring Solutions within Wealth Advisory. You will shape the offering on estate, succession, and governance while partnering with bankers and external advisers.

The role requires deep expertise in wealth planning, trust, philanthropy and regulatory knowledge across key markets, with a track record in client engagements and business development. We offer competitive base salary and holistic benefits.

Qualifications

• Minimum of 15 years of relevant experience.
• Strong understanding of wealth planning and family office solutions.
• Knowledge of legal, tax and regulatory aspects in key markets.
• Excellent interpersonal and client-facing skills.

Responsibilities

• Lead a team of advisors focused on wealth structuring (family office, governance, philanthropy).
• Provide senior wealth planning advisory services including trusts and liquidity planning.
• Develop and articulate the value proposition for family office solutions.
• Engage with clients, bankers and external advisers to deliver tailored solutions.
• Travel as needed to engage clients and ensure regulatory compliance.
• Contribute to achieving AUM, revenue and structure targets.
• Conduct trainings on wealth planning topics within the team.

Skills

Wealth planning

Family Office

Trust solutions

Philanthropy

Stakeholder management

Interpersonal skills

Client interfacing

Communication

Education

Legal or tax / accounting degree

STEP qualified preferred

Job description

Bank of Singapore seeks a senior wealth planning professional to lead the Family Office and Structuring Solutions within Wealth Advisory. You will shape the offering on estate, succession, and governance while partnering with bankers and external advisers.

The role requires deep expertise in wealth planning, trust, philanthropy and regulatory knowledge across key markets, with a track record in client engagements and business development. We offer competitive base salary and holistic benefits.