Private Bank Wealth Planner

RECRUIT AVENUE PTE. LTD.; Singapore; On-site; SGD 90,000 - 120,000; Full time

Job summary

RECRUIT AVENUE PTE. LTD. in Singapore seeks an experienced Wealth Planner to support relationship managers and clients in developing and implementing wealth planning solutions, focusing on insurance, trusts and succession planning.

The role combines client-facing wealth planning advisory with product/platform management, business development and internal training.

Qualifications

• Minimum 5 years of experience in Wealth Planning, Trust, Insurance or a related field.
• Strong knowledge of wealth structuring and succession planning.
• Good knowledge of legal and regulatory considerations across jurisdictions.
• Excellent presentation, communication and stakeholder management skills.
• Experience in sales, business development or client-facing advisory with commercial judgement.
• Established network with external intermediaries, brokers, trustees or advisors.
• CACS certification is required.

Responsibilities

• Wealth Planning & Advisory: support relationship managers and clients on planning and succession solutions.
• Platform & Process Management: manage due diligence and approvals for vendors and service providers.
• Product Training & Business Support: train Relationship Managers on wealth planning products.
• Liaise with trustees, brokers and clients to execute solutions.
• Support revenue targets, pipeline and management reporting.

Skills

Wealth planning

Relationship management

Sales / business development

Communication

Regulatory awareness

Education

CACS certification

Job description

Role Overview

We are seeking an experienced Wealth Planner to support relationship managers and clients in developing and implementing wealth planning solutions, with a focus on insurance, trusts and succession planning.

The role combines client-facing wealth planning advisory with product/platform management, business development and internal training.

Key Responsibilities

• Wealth Planning & Advisory
  • Support Relationship Managers and clients on wealth planning and succession planning solutions.
  • Advise on appropriate insurance and trust structures and facilitate referrals to external providers and trustees.
  • Liaise with trustees, insurance brokers, relationship managers and clients to execute wealth planning solutions.
  • Stay abreast of relevant legal, regulatory, tax and economic developments across key jurisdictions.
  • Support wealth planning sales targets and new business initiatives.
  • Apply sound commercial judgement when assessing client needs and structuring solutions.
• Platform & Process Management
  • Manage due diligence and approval processes for external vendors and service providers.
  • Manage insurance company limits, exposure tracking and related approval processes.
  • Oversee trust referral records and insurance premium financing applications.
  • Ensure adherence to relevant wealth management policies, guidelines and governance requirements.
  • Work closely with Credit and Relationship Management teams on premium financing facilities.
  • Support management reporting on revenue, pipeline and transactions.
• Product Training & Business Support
  • Keep Relationship Managers and relevant teams updated on wealth planning, insurance and trust solutions.
  • Deliver wealth planning product training to Relationship Managers and other team members.
  • Support the broader team in identifying opportunities to incorporate wealth planning solutions into client relationships.

Key Requirements

• Minimum 5 years of experience in Wealth Planning, Trust, Insurance or a closely related field.
• Strong understanding of wealth structuring, succession planning, insurance and trusts.
• Good knowledge of legal and regulatory considerations affecting clients across different jurisdictions.
• Strong presentation, communication and stakeholder management skills.
• Experience in sales, business development or client-facing advisory, with sound commercial judgement.
• Established network with external intermediaries, insurance brokers, trustees and/or professional advisors.
• CACS certification is required.
• 23C1935
• R1105492