Senior Wealth & Tax Advisory Lead

REVUP CONSULTING PTE. LTD.; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

REVUP CONSULTING PTE. LTD. in Singapore seeks an experienced Wealth Advisory Specialist to deliver comprehensive wealth planning solutions.

You will work with internal teams and external professionals to support complex client requirements and strengthen the advisory capabilities. The role emphasizes wealth structuring, succession planning, and regulatory awareness, with opportunities to train colleagues, share knowledge, and drive client engagement in a collaborative, professional environment.

Qualifications

• Bachelor's degree or professional qualification in Finance, Accounting, Law, Taxation or related discipline.
• 5-10 years of relevant experience in wealth management, financial advisory, trust services, estate planning or related fields.
• Good understanding of wealth planning concepts, trust structures, succession planning and regulatory considerations.
• Experience working with clients and professional stakeholders, ability to provide practical advice on complex matters.
• Strong analytical, communication, presentation and interpersonal skills; ability to work independently and across teams.

Responsibilities

• Provide technical guidance and advisory support on wealth planning, asset protection, succession and legacy planning.
• Assess client needs and financial circumstances to identify suitable wealth structuring strategies.
• Support complex advisory cases, collaborating with internal teams and external advisers.
• Develop and conduct training sessions, case studies and knowledge-sharing initiatives to strengthen advisory capabilities.
• Monitor industry developments and collaborate with stakeholders to enhance advisory processes and client engagement.

Skills

Wealth planning

Financial advisory

Client communication

Stakeholder collaboration

Presentation skills

Education

Bachelor's degree or equivalent in Finance/Accounting/Law/Taxation

Job description

REVUP CONSULTING PTE. LTD. in Singapore seeks an experienced Wealth Advisory Specialist to deliver comprehensive wealth planning solutions.

You will work with internal teams and external professionals to support complex client requirements and strengthen the advisory capabilities. The role emphasizes wealth structuring, succession planning, and regulatory awareness, with opportunities to train colleagues, share knowledge, and drive client engagement in a collaborative, professional environment.