VP, Private Bank Wealth Planning Advisor

Barclays UK; Singapore; On-site; SGD 150,000 - 200,000; Full time

Job summary

Barclays Private Bank is seeking a Vice President, Private Bank Wealth Planning Advisor, to lead wealth advisory efforts in Singapore. The role involves providing estate planning and cross-border solutions to high-net-worth clients, managing engagements with tax and legal advisors. Candidates should possess excellent tax knowledge and experience in private banking, making significant contributions to strategic decision-making and client relationship management.

Qualifications

• At least 5 years of relevant experience from a Private Bank.
• Experience as a wealth planner, trustee, private client lawyer, or tax accountant is highly advantageous.

Responsibilities

• Develop and manage financial products and services.
• Provide estate planning services and SME expertise on products.
• Manage relationships with stakeholders and clients.

Skills

Tax knowledge in succession planning

Business acumen

Strategic thinking

Job description

This is an exciting opportunity to join Barclays Private Bank as VP, Private Bank Wealth Planning Advisor. You will act as the lead Wealth Advisor in Singapore, supporting the Singapore-based Private Bankers with the cross-border succession planning needs of Singapore booked clients. You will provide a broad range of estate planning services to PBWM clients, who hold cash and assets under management with Barclays. This is achieved through analysing the holistic estate planning needs of HNW and UHNW international clients and associated family offices.

By utilising your technical skills and experience, you will provide creative solutions to a broad range of cross-border estate planning client requirements in coordination with each client’s tax / legal advisors. This may include establishing succession planning vehicles (such as trusts or foundations) or providing wealth planning or insurance solutions.

You may be assessed on key skills relevant for success in the role, such as risk and controls, change and transformation, business acumen, strategic thinking, and job-specific technical skills.

To be successful, candidates should possess the following skills or experience:

• Excellent tax and/or legal knowledge in succession planning, focusing on clients across Asia
• At least 5 years of relevant experience from a Private Bank
• Experience as a wealth planner, trustee, private client lawyer, or tax accountant is highly advantageous

Barclays is required by law to confirm your Legal Right to Work. If you hold a work visa sponsored by Barclays or require sponsorship, you must declare this in your application. Sponsorships are role and entity-specific, and changes must be reviewed. Ensure your visa status is correct; failure to disclose may result in application withdrawal or employment termination.

Purpose of the role

To develop and manage specific financial products and services, providing in-depth expertise, and bridging product development, marketing, sales, and customer service.

Accountabilities

• Provide SME expertise on products and services, including features, benefits, limitations, risks, and compliance.
• Identify market trends, regulatory requirements, and potential risks; analyze sales data and customer feedback to support product development and communicate findings to stakeholders.
• Respond to customer inquiries, resolve issues, and guide product usage.
• Present product advantages to potential customers to build trust and encourage adoption.
• Assist in developing marketing materials like brochures, presentations, and online content.
• Participate in training sessions and workshops to share product knowledge.
• Attend events and conferences to showcase products and generate interest.

Vice President Expectations

• Contribute to strategy, drive requirements, recommend changes, plan resources, budgets, and policies; manage policies/processes; deliver improvements; escalate breaches.
• If managing a team, define roles, plan for future needs, counsel on performance, and contribute to pay decisions. Lead specialists to influence operations, balance goals, and ensure budgets and schedules meet requirements.
• Demonstrate leadership behaviors: Listen and be authentic, Energise and inspire, Align across the enterprise, Develop others.
• For individual contributors, act as a subject matter expert, guide technical direction, lead assignments, and coach less experienced staff. Provide insights affecting profits, risks, and strategic decisions.
• Advise stakeholders on functional and cross-functional impacts and alignment.
• Manage risks, strengthen controls, and support governance.
• Understand organization functions to support business goals.
• Collaborate across areas to stay aligned with business strategies.
• Create solutions through sophisticated analysis and research.
• Build and maintain trusting relationships with stakeholders, using influencing and negotiating skills.

All colleagues are expected to embody Barclays Values: Respect, Integrity, Service, Excellence, and Stewardship, and demonstrate the Barclays Mindset: Empower, Challenge, Drive.