Asia Wealth Planning Specialist

EFG International; Singapore; On-site; SGD 70,000 - 100,000; Full time

Job summary

A global private bank in Singapore seeks a Wealth Planner to develop and implement wealth planning strategies tailored to high-net-worth clients. The role involves collaborating with clients and internal teams to address their wealth management needs. Candidates should hold a degree in Law or Finance, be proficient in Mandarin, and have a proven track record in wealth planning. This position offers a dynamic work environment with opportunities for professional growth.

Qualifications

• Experience managing wealth planning business in an insurance brokerage/private bank.
• Demonstrated understanding of wealth planning tools like trusts and family offices.
• CACS Paper 1 and 2 completion.

Responsibilities

• Identify and develop wealth planning strategies for clients.
• Conduct training for Client Relationship Officers on relevant updates.
• Facilitate establishment of trust structures for clients.
• Assist in processing wealth planning cases.
• Develop a strong network of external advisors.
• Work closely with the Head of Wealth Planning.

Skills

In-depth knowledge of offshore jurisdictions

Strong verbal and written communication skills

Proficiency in Mandarin

Proficient in Mandarin

Education

University degree in Law or Finance

Additional qualifications (TEP, LLM in tax)

Completion of CACS Paper 1 and 2

Job description

A global private bank in Singapore seeks a Wealth Planner to develop and implement wealth planning strategies tailored to high-net-worth clients. The role involves collaborating with clients and internal teams to address their wealth management needs. Candidates should hold a degree in Law or Finance, be proficient in Mandarin, and have a proven track record in wealth planning. This position offers a dynamic work environment with opportunities for professional growth.