Senior Wealth Planning & Cross-Border Solutions Specialist

Firstplus; Singapore; On-site; SGD 150,000 - 210,000; Full time

Job summary

Firstplus in Singapore is seeking an experienced Wealth Planning professional to deliver holistic wealth structuring and succession planning for high-net-worth clients. You will work with Private Client Solutions and external advisers to tailor estate planning, trusts, family governance, and cross-border wealth solutions.

The role requires strong technical expertise, commercial awareness and the ability to explain complex structures clearly to clients in English; Mandarin is required for

Qualifications

• Bachelor’s degree in Law, Accounting, Finance, or related business discipline.
• 5–8 years of wealth planning experience.
• Strong knowledge of Singapore wealth management and family office structures (Section 13O/13U, VCCs, trusts).
• Proficiency in English; Mandarin required for client interactions.
• STEP, CFA, CPA or legal qualification is a plus.
• Ability to translate complex concepts into practical advice.
• Collaborative working style to manage multiple stakeholders.

Responsibilities

• Analyze client profiles to design tailored wealth planning solutions (trusts, SFO, cross-border planning).
• Collaborate with Private Client Solutions team to interact with premium clients and provide technical expertise.
• Coordinate with external advisers to implement and review approved structures.
• Maintain meticulous documentation and ensure compliance with internal policies and regulatory standards.

Skills

Client advisory

Stakeholder management

Regulatory compliance

Mandarin

Education

Bachelor's degree

Job description

Firstplus in Singapore is seeking an experienced Wealth Planning professional to deliver holistic wealth structuring and succession planning for high-net-worth clients. You will work with Private Client Solutions and external advisers to tailor estate planning, trusts, family governance, and cross-border wealth solutions.

The role requires strong technical expertise, commercial awareness and the ability to explain complex structures clearly to clients in English; Mandarin is required for