Trust Manager / Wealth Planner

ACCA Careers; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

ACCA Careers is seeking a results‑driven wealth planning professional to drive growth across Asia, delivering estate, legacy, and fiduciary solutions to high‑net‑worth clients. You will forge internal partnerships and build external alliances to expand our fiduciary and corporate services footprint in Singapore and regional markets.

Candidates should have deep knowledge of estate planning structures and regulatory frameworks, strong business development and communication skills, and a bachelor

Qualifications

• Proven track record in wealth planning, estate management, or fiduciary services in private banking or financial services.
• Deep knowledge of estate planning structures, life insurance solutions, and regulatory frameworks.
• Strong business development with revenue growth and distribution expansion.
• Exceptional communication and presentation skills to translate complex concepts.
• Bachelor degree in Law, Finance, Business, or related discipline; certifications preferred.

Responsibilities

• Drive growth with holistic estate and legacy planning for high‑net‑worth clients regionally.
• Partner internally to deliver comprehensive estate planning solutions.
• Conduct workshops, seminars and training on wealth planning, regulatory changes, and tax implications.
• Build external partnerships to expand fiduciary and corporate services footprint in Singapore and region.
• Create/update knowledge resources to establish best practices in wealth and estate planning.
• Engage existing clients to review structures, identify upsell opportunities, and ensure satisfaction.

Skills

Wealth planning

Estate management

Fiduciary services

Regulatory knowledge

Business development

Communication skills

Presentation skills

Education

Bachelor's degree (Law, Finance, Business)

Professional certifications preferred

Job description

About The Company

A leading international financial services group specializing in comprehensive wealth management, fiduciary, and advisory solutions for high-net-worth clients across Asia.

About The Job

• Drive business growth and deliver holistic estate and legacy planning solutions to high-net-worth clients across the region.
• Develop strategic internal partnerships to deliver comprehensive estate and legacy planning solutions.
• Conduct engaging workshops, seminars, and training to educate stakeholders on wealth planning developments, regulatory changes, and tax implications.
• Build external business partnerships to expand the firm's fiduciary and corporate services footprint across Singapore and regional markets.
• Create and update centralized knowledge resources to establish best practices in wealth and estate planning.
• Engage existing clients to review ongoing financial structures, identify upsell opportunities, and ensure long-term satisfaction.

Skills And Experience Required

• Proven track record in wealth planning, estate management, or fiduciary services within a private banking or financial services environment.
• Deep knowledge of estate planning structures, life insurance solutions, and relevant legal and regulatory frameworks.
• Strong business development capabilities with demonstrated success in driving revenue and expanding distribution channels.
• Exceptional communication and presentation skills with the ability to translate complex technical concepts into clear, actionable advice.
• Bachelor degree in Law, Finance, Business, or a related discipline, with relevant professional certifications preferred.