Wealth Planner

BDO Unibank; Singapore; On-site; SGD 180,000 - 250,000; Full time

Job summary

BDO Unibank seeks a senior wealth planning professional to provide comprehensive planning support for Private Banking clients in the Philippines. The role partners with Relationship Managers to identify opportunities and deliver holistic solutions across trusts, governance, philanthropy and intergenerational wealth transfer.

You will train Relationship Managers, coordinate multi-disciplinary advice, and develop client marketing materials while traveling regionally to engage clients and internal

Qualifications

• Bachelor’s degree in law, tax, accounting or finance or related discipline.
• At least 8 years of relevant wealth planning/private banking experience.
• STEP TEP qualification preferred; CFP/CPA advantageous.
• Engagement with high-net-worth clients and families required.
• Ability to coordinate multidisciplinary advice across legal, tax, trust, insurance and investments.

Responsibilities

• Provide wealth planning support to clients, focusing on trusts, succession, family governance, philanthropy, liquidity, and intergenerational wealth transfer.
• Partner with Relationship Managers to identify opportunities and client needs.
• Conduct trainings for Relationship Managers on wealth planning topics.
• Facilitate introductions to approved advisors and trustees per policy.
• Develop thought leadership and planning ideas; stay updated on regulatory, tax, and market developments.
• Create client marketing pitches and internal training materials.
• Contribute to attainment of AuM, NNM, revenue, and wealth planning targets.
• Organize client events, seminars, and thought leadership initiatives.

Skills

Client relationships

Multidisciplinary coordination

Business development

Regional collaboration

Language skills (Tagalog/Mandarin/Hokk

Education

Bachelor’s degree in law, tax, accounting or finance

STEP TEP qualification preferred

CFP, CPA advantageous

Job description

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Provide comprehensive wealth planning and philanthropy advisory services to Private Banking clients, partnering closely with Relationship Managers to identify, originate and develop holistic wealth planning solutions that are aligned with clients' wealth preservation, succession, governance, philanthropic and legacy objectives.

Duties and Responsibilities:

• Provides wealth planning support to clients in the Philippines market on matters relating to trusts, succession planning, family governance, family offices, philanthropy, liquidity planning, wealth structuring and intergenerational wealth transfer, taking into account each client's objectives, circumstances, values and family dynamics.
• Partners with Relationship Managers in identifying wealth planning opportunities and client needs.
• Conducts training for Relationship Managers on wealth planning and philanthropy topics.
• Facilitates introductions and referrals to approved external advisors and partners, trustee providers and onshore BDO trustees, in accordance with the Bank's policies, procedures and applicable regulatory requirements.
• Develops thought leadership and planning ideas, staying updated on regulatory, tax, and market developments relevant to wealth planning and philanthropy.
• Develops relevant client marketing pitch decks and internal training materials.
• Contributes to the achievement of the Bank's AuM, NNM, revenue and wealth planning implementation targets.
• Organizes and hosts client events, seminars, roundtables and thought leadership initiatives to promote client engagement.
• Proficiency in Tagalog and/or Hokkien and/or Mandarin would be advantageous, given the sector coverage.
• Travels within the region will be required to support client engagement, business development initiatives, training and support to internal stakeholders.

Qualifications:

• Bachelor’s degree law, tax, accounting or finance, or a related discipline
• At least 8 years of relevant experience in wealth planning, private banking, trust and fiduciary services, tax advisory, legal advisory, insurance planning, family office advisory, philanthropy and/or related private wealth disciplines.
• STEP (Society of Trust and Estate Practitioners) TEP qualification preferred.
• Additional relevant professional qualifications such as CFP, CPA or equivalent would be advantageous.
• Demonstrated ability to engage effectively with high-net-worth and ultra-high-net-worth clients, their families and professional advisers.
• Ability to synthesize and coordinate multidisciplinary advice across legal, tax, trust, insurance and investment disciplines.
• Strong commercial acumen with the ability to identify opportunities and convert planning discussions into implementable solutions.
• Ability to operate effectively in a regional, matrix-driven and highly collaborative environment.

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability. Requisition ID: 30143

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