Cross-Border Wealth Architect for High-Net-Worth Clients

CAN-I INTERNATIONAL INVESTMENT MANAGEMENT PTE. LTD.; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

CAN-I INTERNATIONAL INVESTMENT MANAGEMENT PTE. LTD. in Singapore is expanding its team to serve cross-border high-net-worth families and business owners with comprehensive planning spanning wealth protection, cross-border asset structuring, and legacy planning.

This role emphasizes building trusted client relationships, collaborating with legal and tax experts, and delivering holistic financial plans that integrate insurance with broader wealth strategies.

Qualifications

• Experience in finance, wealth management, consulting, or business development.
• Cross-border exposure or experience serving high-net-worth clients.
• Willingness to build a long-term career in Singapore.

Responsibilities

• Develop and nurture relationships with high-net-worth and cross-border clients to deliver tailored financial planning solutions.
• Design and implement holistic financial plans that integrate insurance with broader wealth management strategies.
• Structure long-term asset protection and succession plans to secure clients’ wealth across generations.
• Collaborate with legal, tax, and corporate specialists to ensure comprehensive client solutions.
• Uphold rigorous ethical standards and a client-first advisory approach to build trust and long-term partnerships.

Skills

Relationship building

Financial planning

Cross-border advisory

Client-centric advisory

Job description

CAN-I INTERNATIONAL INVESTMENT MANAGEMENT PTE. LTD. in Singapore is expanding its team to serve cross-border high-net-worth families and business owners with comprehensive planning spanning wealth protection, cross-border asset structuring, and legacy planning.

This role emphasizes building trusted client relationships, collaborating with legal and tax experts, and delivering holistic financial plans that integrate insurance with broader wealth strategies.