Senior Wealth Planner: Cross-Border & UHNW Advisory

BDO Unibank; Singapore; Presencial; SGD 180.000 - 260.000; Jornada completa

Descripción de la vacante

BDO Unibank in Singapore seeks a senior Wealth Planner to blend legal insight, tax expertise, and fiduciary advisory for UHNW families. The role focuses on cross‑border wealth strategies, multi‑disciplinary coordination, and delivering holistic planning across Singapore and Philippine markets.

You will lead training, develop thought‑leadership content, and collaborate with private banking teams to drive client outcomes and revenue growth.

Formación

• Bachelor’s degree in law, tax, accounting, finance or a related discipline; minimum 8 years of relevant wealth‑planning experience.
• STEP TEP qualification preferred; CFP or CPA credentials advantageous.
• Fluency in Tagalog, Hokkien or Mandarin is beneficial.
• Proven ability to engage high‑net‑worth clients and coordinate multidisciplinary advice.

Responsabilidades

• Design bespoke wealth‑planning solutions covering trusts, succession, family governance, and philanthropy.
• Collaborate with Relationship Managers to surface opportunities and co‑create proposals.
• Lead internal training sessions to keep the team up to date on regulatory shifts.
• Liaise with external advisers and trustee providers, adhering to compliance protocols.
• Produce pitch decks, whitepapers, and event content showcasing BDO’s expertise.
• Contribute to AuM, NNM, and revenue targets through implemented planning recommendations.

Conocimientos

Wealth planning

Multilingual (Tagalog, Hokkien, orMand

Educación

Bachelor’s degree in law, tax, accounting, finance or related discipline

Descripción del empleo

BDO Unibank in Singapore seeks a senior Wealth Planner to blend legal insight, tax expertise, and fiduciary advisory for UHNW families. The role focuses on cross‑border wealth strategies, multi‑disciplinary coordination, and delivering holistic planning across Singapore and Philippine markets.

You will lead training, develop thought‑leadership content, and collaborate with private banking teams to drive client outcomes and revenue growth.