Holistic Wealth Planner & Philanthropy Advisor

BDO UNIBANK, INC. (SINGAPORE BRANCH); Singapore; On-site; SGD 90,000 - 130,000; Full time

Job summary

BDO UNIBANK, INC. (SINGAPORE BRANCH) is seeking a full-time wealth planning and philanthropy advisor for Private Banking clients.

You will collaborate with Relationship Managers to originate holistic wealth planning solutions aligned with client objectives, including succession, governance, and legacy planning. The role involves training Relationship Managers, coordinating with external advisors, and hosting events to drive client engagement and revenue growth, with travel within the region as

Responsibilities

• Provides wealth planning support to clients in the Philippines market on trusts, succession planning, family governance, family offices, philanthropy, liquidity planning, wealth structuring and intergenerational wealth transfer.
• Partners with Relationship Managers in identifying wealth planning opportunities and client needs.
• Conducts training for Relationship Managers on wealth planning and philanthropy topics.
• Facilitates introductions to external advisors, trustees and partners per regulatory requirements.
• Develops thought leadership and planning ideas, staying updated on regulatory, tax and market developments.
• Develops client marketing pitches and internal training materials.
• Contributes to achieving AuM, NNM, revenue and wealth planning targets.
• Organizes and hosts client events to promote engagement.

Job description

BDO UNIBANK, INC. (SINGAPORE BRANCH) is seeking a full-time wealth planning and philanthropy advisor for Private Banking clients.

You will collaborate with Relationship Managers to originate holistic wealth planning solutions aligned with client objectives, including succession, governance, and legacy planning. The role involves training Relationship Managers, coordinating with external advisors, and hosting events to drive client engagement and revenue growth, with travel within the region as