Senior Wealth Planning & Trust Advisor

Amethyst Partners; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

Amethyst Partners is seeking a Wealth Planning Manager in Singapore to work with clients on bespoke wealth solutions, including trusts, fiduciary structures and estate planning. You will collaborate with relationship managers and external providers to deliver tailored strategies for HNWI clients.

The role requires strong technical knowledge in private trust and fiduciary matters, plus solid experience in tax advisory and family office services.

Qualifications

• Bachelor's degree in finance, business management, accounting or other disciplines.
• At least 5 years of wealth planning, trust and fiduciary, tax advisory, family office advisory experience.
• Good technical knowledge in private trust and fiduciary, insurance planning.
• Good communication and client servicing skills.
• Motivated, meticulous, ability to collaborate with different parties.

Responsibilities

• Work with relationship managers, investment specialists and external service providers to provide wealth solutions such as trusts and fiduciary, estate planning, insurance protection, cross-border wealth preservation to clients.
• Understand clients' needs to provide bespoke trust and insurance solutions to them.
• Provide high quality advice to clients and ensure smooth delivery.
• Keep track of market trends and product updates in the industry.
• Liaise with external service providers such as trust firms, corporate services, legal, tax consultants to structure wealth solutions to clients.
• Ensure the processes are aligned with regulatory requirements, company policies, etc.

Skills

Wealth planning

Trust and fiduciary

Tax advisory

Family office advisory

Client servicing

Cross-border wealth

Communication skills

Collaborative

Education

Bachelor's degree in finance or related field

Job description

Amethyst Partners is seeking a Wealth Planning Manager in Singapore to work with clients on bespoke wealth solutions, including trusts, fiduciary structures and estate planning. You will collaborate with relationship managers and external providers to deliver tailored strategies for HNWI clients.

The role requires strong technical knowledge in private trust and fiduciary matters, plus solid experience in tax advisory and family office services.