VP, Family Office Wealth Strategy & Planning

Goldman Sachs Group, Inc.; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

A leading global investment firm in Singapore seeks a wealth strategist for its Private Wealth Management team. The incumbent will present wealth planning solutions to high-net-worth clients and develop customized strategies alongside various internal teams. Key qualifications include strong interpersonal skills, fluency in Mandarin and English, and significant experience in wealth planning. This role offers a dynamic, fast-paced environment and opportunities for growth while addressing the unique needs of diverse clients.

Benefits

Diversity and inclusion initiatives

Training and development opportunities

Qualifications

• Background in assisting high net worth clients with asset protection and estate planning.
• Technical expertise on tax and succession matters across APAC jurisdictions.
• Experience working with trustees and advisors in wealth planning.

Responsibilities

• Serve as an expert on trust and estate planning for clients.
• Enhance value proposition by helping clients navigate wealth planning.
• Provide integrated wealth planning solutions with internal teams.

Skills

Interpersonal skills

Wealth planning expertise

Multi-tasking

Fluency in English

Fluency in Mandarin

Education

Qualified solicitor/lawyer or CPA/chartered accountant

Job description

A leading global investment firm in Singapore seeks a wealth strategist for its Private Wealth Management team. The incumbent will present wealth planning solutions to high-net-worth clients and develop customized strategies alongside various internal teams. Key qualifications include strong interpersonal skills, fluency in Mandarin and English, and significant experience in wealth planning. This role offers a dynamic, fast-paced environment and opportunities for growth while addressing the unique needs of diverse clients.