Mandarin-Speaking Asia Family Office Wealth Strategist (VP)

Goldman Sachs; Singapore; On-site; SGD 100,000 - 150,000; Full time

Job summary

A leading global investment firm in Singapore seeks a wealth strategist to present wealth planning solutions to high-net-worth clients. The ideal candidate has strong expertise in tax, estate planning, and fluency in both English and Mandarin to effectively communicate with clients. Responsibilities include enhancing the value proposition of wealth management through integrated planning solutions. Candidates should possess excellent interpersonal skills and be willing to travel frequently.

Benefits

Training and development opportunities

Diversity and inclusion initiatives

Wellness and personal finance offerings

Qualifications

• Strong background in assisting high net worth clients.
• Experience interfacing with trustees and other advisors.
• Willingness to travel frequently given regional remit.
• Fluency in English and Mandarin for effective client communication.
• 7-15 years of professional experience is preferred.

Responsibilities

• Serve as a subject matter expert on trust and estate planning.
• Enhance value proposition of Private Wealth Management.
• Provide integrated wealth planning solutions.

Skills

Expertise in tax and succession matters

Interpersonal skills

Fluency in Mandarin

Team-oriented mindset

Multi-tasking capability

Job description

A leading global investment firm in Singapore seeks a wealth strategist to present wealth planning solutions to high-net-worth clients. The ideal candidate has strong expertise in tax, estate planning, and fluency in both English and Mandarin to effectively communicate with clients. Responsibilities include enhancing the value proposition of wealth management through integrated planning solutions. Candidates should possess excellent interpersonal skills and be willing to travel frequently.