Fiduciary & Wealth Structuring Specialist

PerennialHR; Singapore; On-site; SGD 120,000 - 200,000; Full time

Job summary

PerennialHR's client, a trusted Asia-based wealth and fiduciary services firm, seeks a Wealth Planning & Fiduciary Specialist to deliver estate, succession and legacy planning for HNW/UHNW clients in Singapore. You will collaborate with internal teams to design holistic structures, including fiduciary, corporate and insurance-related solutions.

In this role, you will engage high-net-worth clients, understand their objectives, and propose effective wealth-planning structures.

Qualifications

• Minimum 4–5 years of relevant experience in wealth planning, wealth structuring, trust and fiduciary services, private banking or related HNW/UHNW advisory environment.
• Good knowledge of trusts, estate and succession planning, fiduciary structures and corporate services; exposure to insurance-based wealth-planning solutions would be advantageous.
• Strong client-facing and advisory skills, with the ability to understand complex HNW/UHNW needs and translate them into practical wealth-planning solutions.
• Commercially minded with experience in business development, relationship management, cross-selling and/or working with external distribution partners.
• Strong communication and stakeholder-management skills, with the ability to work effectively with private bankers, family offices, lawyers, tax advisers and other professional intermediaries.

Responsibilities

• Partner with internal stakeholders to identify client needs and deliver holistic estate, succession and legacy planning solutions, including fiduciary, corporate and insurance-related solutions.
• Engage with prospects and existing HNW/UHNW clients to understand their wealth-planning objectives, recommend appropriate structures and identify cross-selling opportunities.
• Develop relationships with private banks, family offices, professional advisers and other external partners to broaden distribution channels and generate new business opportunities.
• Provide technical guidance on fiduciary and wealth-planning matters, including regulatory, tax and market developments, and conduct internal workshops and training where required.
• Support business growth by developing sales strategies, enhancing wealth-planning solutions and maintaining existing client relationships to achieve revenue targets across fiduciary and corporate services.

Skills

Wealth planning

Client advisory

Cross-selling

Relationship management

Stakeholder management

Job description

Our client is an established trust and fiduciary services company in Asia and is expanding its presence in Singapore. They are seeking a Wealth Planning & Fiduciary Specialist to provide estate and legacy planning solutions to HNW/UHNW clients while supporting the growth of the firm’s fiduciary and corporate services business.

Job Description

• Partner with internal stakeholders to identify client needs and deliver holistic estate, succession and legacy planning solutions, including fiduciary, corporate and insurance-related solutions.
• Engage with prospects and existing HNW/UHNW clients to understand their wealth-planning objectives, recommend appropriate structures and identify cross-selling opportunities.
• Develop relationships with private banks, family offices, professional advisers and other external partners to broaden distribution channels and generate new business opportunities.
• Provide technical guidance on fiduciary and wealth-planning matters, including relevant regulatory, tax and market developments, and conduct internal workshops and training where required.
• Support business growth by developing sales strategies, enhancing wealth-planning solutions and maintaining existing client relationships to achieve revenue targets across fiduciary and corporate services.

Job Requirements

• Minimum 4–5 years of relevant experience in wealth planning, wealth structuring, trust and fiduciary services, private banking or a related HNW/UHNW advisory environment.
• Good knowledge of trusts, estate and succession planning, fiduciary structures and corporate services; exposure to insurance-based wealth-planning solutions would be advantageous.
• Strong client-facing and advisory skills, with the ability to understand complex HNW/UHNW needs and translate them into practical wealth-planning solutions.
• Commercially minded with experience in business development, relationship management, cross-selling and/or working with external distribution partners.
• Strong communication and stakeholder-management skills, with the ability to work effectively with private bankers, family offices, lawyers, tax advisers and other professional intermediaries.

This is an excellent opportunity to join a reputable Trust company and play a key role in driving strategic growth across the region.