Senior Wealth Planning & Family Office Advisor

Bank of Singapore, Asia’s Global Private Bank; Singapore; On-site; SGD 90,000 - 120,000; Full time

Benefits offered by this job

Attractive remuneration packages

Non-financial benefits

Professional development programs

Job summary

Bank of Singapore, based in Singapore, is looking for an experienced wealth planning advisor to provide comprehensive advisory services related to estate planning, family office solutions, and philanthropic strategies. The ideal candidate will have over 10 years of relevant experience, strong understanding of wealth management, and excellent interpersonal skills.

This role emphasizes client interactions and teamwork with bankers and specialists to enhance wealth planning offerings. The candidate will contribute to client relationship development and achieve the bank’s overall targets.

Qualifications

• Minimum of 10 years relevant working experience in wealth planning.
• Strong understanding of trust, philanthropy, and insurance solutions.
• Able to navigate legal and tax regulations.

Responsibilities

• Provide quality wealth planning advisory services.
• Build partnerships with bankers and specialists.
• Develop client relationships and present wealth planning solutions.

Skills

Wealth Planning

Family Office Solutions

Interpersonal Skills

Client Relationship Management

Education

Tertiary Education (legal or tax/accounting degree preferred)

STEP Qualified or pursuing accreditation

Job description

Bank of Singapore, based in Singapore, is looking for an experienced wealth planning advisor to provide comprehensive advisory services related to estate planning, family office solutions, and philanthropic strategies. The ideal candidate will have over 10 years of relevant experience, strong understanding of wealth management, and excellent interpersonal skills.

This role emphasizes client interactions and teamwork with bankers and specialists to enhance wealth planning offerings. The candidate will contribute to client relationship development and achieve the bank’s overall targets.