Asset & Wealth Management, Private Wealth Management, Family Office Wealth Strategist, Vice Pre[...]

Goldman Sachs; Singapore; On-site; SGD 70,000 - 120,000; Full time

Job summary

A leading global investment firm in Singapore is seeking an experienced wealth strategist. The role entails presenting wealth planning solutions for high-net-worth individuals and their advisors. Key responsibilities include enhancing value propositions and providing integrated wealth planning solutions. Candidates should have significant experience in asset protection and estate planning, excellent interpersonal skills, and fluency in Mandarin to connect with clients effectively. This position offers a dynamic environment and opportunities for travel.

Benefits

Diversity and inclusion programs

Training and development opportunities

Wellness and personal finance offerings

Qualifications

• Strong background in assisting high-net-worth clients with asset protection and estate planning.
• Technical expertise on tax and succession matters across APAC jurisdictions.
• Experience interfacing with trustees and other wealth planning advisors.
• Excellent interpersonal skills and a desire to work in a team-oriented environment.
• Fluency in English and Mandarin to communicate effectively with clients.

Responsibilities

• Serve as a subject matter expert on trust, estate, and wealth planning.
• Enhance value proposition of Private Wealth Management for private clients.
• Provide integrated wealth planning solutions by collaborating across teams.

Skills

Interpersonal skills

Communication in English

Fluency in Mandarin

Team-oriented

Attention to detail

Multi-tasking

Job description

OUR IMPACT

Private Wealth Management (PWM) builds, develops and manages relationships with high-net-worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services.

PWM Asia is seeking a candidate to be a wealth strategist in the Goldman Sachs Family Office (GSFO) team in Singapore. The person filling this position would present wealth planning solutions to existing and potential GS clients and their advisors across Asia.

YOUR IMPACT

• Serving as a subject matter expert and resource on matters of trust, estate and wealth planning for Private Wealth Management within the region
• Enhancing the value proposition of Private Wealth Management by helping private clients understand, navigate and position themselves in relation to estate planning, life insurance, immigration, asset protection, family governance and philanthropic aspects of wealth
• Providing clients with integrated wealth planning solutions by working closely with other groups in Goldman Sachs, including Private Wealth Advisors,Investment Strategy Group,Market Solution Group

Basic Qualifications :

• A strong background in assisting high net worth clients from an asset protection, life insurance, trust and estate and cross-border planning perspective.
• Technical expertise on tax and succession matters across key APAC jurisdictions (Australia, China, Hong Kong, Indonesia, Philippines, Singapore, Taiwan and Thailand) including experience in cross border planning for high net worth families
• Experience interfacing with trustees, accountants, lawyers, insurance brokers and other advisors in respect of private client wealth planning
• Excellent interpersonal skills and a desire to work in a team-oriented environment
• Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment
• Experience presenting to internal and external audiences
• Willingness and desire to travel frequently given regional remit of the role
• Fluency in English is a must to ensure effective communication across internal teams, global stakeholders and regulatory bodies
• Fluency in Mandarin is required, given a significant proportion of UHNW clients in the region are Mandarin-speaking individuals and families. Mandarin fluency is critical to build trust and rapport directly with clients in their preferred language, and navigate nuanced cultural and linguistic aspects in sensitive discussions around succession, family governance, and wealth transfer.
• Targeting 7-15 years of professional experience as a rough guideline but no strict requirement

Preferred Qualifications :

• Familiarity with US cross-border wealth planning would be advantageous
• Qualified solicitor / lawyer or CPA / chartered accountant preferred
• Expertise in insurance planning is preferred but not required

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at / careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.