Director, Strategic Partnerships & Wealth Planning

ACCA Careers; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

ACCA Careers seeks an experienced business development professional to build and manage strategic referral partnerships with private banks, family offices, trust companies, law firms, and other intermediaries in Singapore. The role focuses on generating new opportunities and identifying client wealth planning needs through a professional partner ecosystem.

You will represent the business at events and forums, contributing to the growth of a newly established platform and working with an admin

Qualifications

• 6 to 8 years of experience in business development, wealth management, private banking, trust and fiduciary services, insurance, family office, or professional services.
• Strong network of professional intermediaries and referral partners.
• Good understanding of trust structures, estate planning, succession planning, and wealth preservation strategies.
• Proven ability to originate business through relationship-building and strategic partnerships.
• Self-starter with an entrepreneurial mindset and ability to thrive in a start-up environment.

Responsibilities

• Develop and manage strategic referral partnerships with private banks, family offices, trust companies, law firms, accounting firms, and other professional intermediaries.
• Generate new business opportunities through referral and partnership channels.
• Identify client wealth planning needs and facilitate appropriate solutions through our professional partner ecosystem.
• Represent the business at networking events, industry forums, and client seminars.
• Contribute to the growth and development of a newly established business platform.

Skills

Business development

Wealth management

Networking

Relationship management

Job description

About The Company

Reputable High Net Worth Insurance Broker

About The Job

Key Responsibilities

• Develop and manage strategic referral partnerships with private banks, family offices, trust companies, law firms, accounting firms, and other professional intermediaries.
• Generate new business opportunities through referral and partnership channels.
• Identify client wealth planning needs and facilitate appropriate solutions through our professional partner ecosystem.
• Represent the business at networking events, industry forums, and client seminars.
• Contribute to the growth and development of a newly established business platform.

Preferred

• Existing network across Singapore, Thailand, South Korea, Hong Kong, or other Asian markets.
• Experience working with HNW/UHNW clients and their advisers.
• Proficiency in multiple languages, including Mandarin, Korean, Thai, or other Asian languages, will be highly advantageous to support regional business development and relationship management.

About The Manager/team

There will be an admin member to assist with the work processes and paperwork.

Requirements

• 6 to 8 years of experience in business development, wealth management, private banking, trust and fiduciary services, insurance, family office, or professional services.
• Strong network of professional intermediaries and referral partners.
• Good understanding of trust structures, estate planning, succession planning, and wealth preservation strategies.
• Proven ability to originate business through relationship-building and strategic partnerships.
• Self-starter with an entrepreneurial mindset and the ability to thrive in a start-up environment.