Senior Wealth Planner – Family Office & Trust Advisory

BDO UNIBANK, INC. (Singapore Branch); Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A banking institution in Singapore is seeking a professional for a Trust Advisory role focused on Family Offices. Responsibilities include analyzing client circumstances, managing account structures, and ensuring compliance with regulations. The ideal candidate will have a strong understanding of risk management and stay informed about developments in financial markets. This role offers a unique opportunity to work closely with clients in a dynamic banking environment.

Responsibilities

• Analyze client circumstances and recommend appropriate account structures.
• Monitor account performance and ensure compliance with client mandates.
• Stay updated on regulations affecting operations.

Job description

A banking institution in Singapore is seeking a professional for a Trust Advisory role focused on Family Offices. Responsibilities include analyzing client circumstances, managing account structures, and ensuring compliance with regulations. The ideal candidate will have a strong understanding of risk management and stay informed about developments in financial markets. This role offers a unique opportunity to work closely with clients in a dynamic banking environment.