Private Bank - Wealth Planner

Selby Jennings; Singapore; On-site; SGD 180,000 - 260,000; Full time

Job summary

Selby Jennings is seeking a senior wealth planning professional to advise UHNW private clients across Asia, coordinating cross-border trust and estate solutions with external specialists. The role requires deep expertise in wealth structuring and regulatory awareness.

The candidate should have 10-15 years in wealth planning or related legal advisory roles, with STEP preferred and ability to engage credibly with clients and internal stakeholders in a multinational environment.

Qualifications

• 10-15 years of experience in wealth planning, trust and fiduciary services, private client advisory, or related legal advisory roles.
• Strong knowledge of trust, estate, succession, tax, and wealth structuring concepts for international private clients.
• Experience advising clients across Southeast Asia and/or North Asia.
• STEP qualification preferred; legal qualification would be advantageous.
• Ability to take a holistic approach to wealth planning across multiple disciplines.

Responsibilities

• Partner with Relationship Managers on new business opportunities and existing client relationships across Asia.
• Provide expert advice on wealth planning, succession planning, trust structures, estate planning, and related private wealth solutions.
• Develop tailored strategies to address clients' personal, family, and business wealth planning needs.
• Stay abreast of legal, tax, regulatory, and industry developments impacting private clients.
• Deliver technical training and thought leadership to Relationship Managers and internal stakeholders.
• Represent the bank at client seminars, industry events, and strategic partner engagements.
• Coordinate and oversee the implementation of planning solutions, working closely with external legal, tax, fiduciary, trust, and insurance specialists.

Skills

Wealth planning

Trust & fiduciary

Client advisory

Cross-border

Interpersonal skills

Education

STEP qualification preferred

Legal qualification advantageous

Job description

• Partner with Relationship Managers on new business opportunities and existing client relationships across Asia.
• Provide expert advice on wealth planning, succession planning, trust structures, estate planning, and related private wealth solutions.
• Develop tailored strategies to address clients' personal, family, and business wealth planning needs.
• Stay abreast of legal, tax, regulatory, and industry developments impacting private clients.
• Deliver technical training and thought leadership to Relationship Managers and internal stakeholders.
• Represent the bank at client seminars, industry events, and strategic partner engagements.
• Coordinate and oversee the implementation of planning solutions, working closely with external legal, tax, fiduciary, trust, and insurance specialists.

Requirements

• 10-15 years of experience in wealth planning, trust and fiduciary services, private client advisory, or related legal advisory roles.
• Strong knowledge of trust, estate, succession, tax, and wealth structuring concepts for international private clients.
• Experience advising clients across Southeast Asia and/or North Asia.
• STEP qualification preferred; legal qualification would be advantageous.
• Ability to take a holistic approach to wealth planning across multiple disciplines.
• Strong interpersonal, presentation, and communication skills, with the ability to engage credibly with UHNW clients and internal stakeholders.
• Singapore Citizen or Permanent Resident

Key Responsibilities

• Partner with Relationship Managers on new business opportunities and existing client relationships across Asia.
• Provide expert advice on wealth planning, succession planning, trust structures, estate planning, and related private wealth solutions.
• Develop tailored strategies to address clients' personal, family, and business wealth planning needs.
• Stay abreast of legal, tax, regulatory, and industry developments impacting private clients.
• Deliver technical training and thought leadership to Relationship Managers and internal stakeholders.
• Represent the bank at client seminars, industry events, and strategic partner engagements.
• Coordinate and oversee the implementation of planning solutions, working closely with external legal, tax, fiduciary, trust, and insurance specialists.

Requirements

• 10-15 years of experience in wealth planning, trust and fiduciary services, private client advisory, or related legal advisory roles.
• Strong knowledge of trust, estate, succession, tax, and wealth structuring concepts for international private clients.
• Experience advising clients across Southeast Asia and/or North Asia.
• STEP qualification preferred; legal qualification would be advantageous.
• Ability to take a holistic approach to wealth planning across multiple disciplines.
• Strong interpersonal, presentation, and communication skills, with the ability to engage credibly with UHNW clients and internal stakeholders.
• Singapore Citizen or Permanent Resident

Desired Skills and Experience

• 10-15 years of experience in wealth planning, trust and fiduciary services, private client advisory, or related legal advisory roles.
• Strong knowledge of trust, estate, succession, tax, and wealth structuring concepts for international private clients.
• Experience advising clients across Southeast Asia and/or North Asia.
• STEP qualification preferred; legal qualification would be advantageous.