Wealth Planner

LIONER FIDUCIARY SERVICES PTE. LIMITED; Singapore; On-site; SGD 120,000 - 170,000; Full time

Job summary

LIONER FIDUCIARY SERVICES PTE. LIMITED in Singapore seeks an experienced fiduciary/business development professional to drive revenue and deliver excellence in wealth planning.

You will build internal networks, meet prospects and clients, expand regional distribution, and ensure compliance with MAS and regulatory standards while maintaining strong client relationships.

Responsibilities

• Develop internal network by partnering with internal stakeholders for holistic estate & legacy planning
• Meet prospects/clients/colleagues to introduce wealth planning solutions for cross-selling opportunities
• Resolve complex enquiries on fiduciary/insurance matters to ensure client satisfaction
• Organize workshops/seminars/training on landscape changes, tax implications and regulations for education
• Produce and update material serving as knowledge base in estate & legacy planning
• Explore business potential with third parties for collaboration externally
• Promote wealth planning branding of the Group across areas including Connect
• Assist in achieving revenue targets for fiduciary/corporate services
• Explore cross-selling opportunities to supplement revenue targets
• Formulate sales strategy to optimize capacity and efficiency
• Expand distribution channels primarily in Singapore and regionally to broaden exposure
• Enhance product range to address evolving wealth planning needs
• Review existing clients for relationship maintenance and upselling

Job description

Job Summary:

Reporting to Head of Fiduciary Services, the incumbent will support the Group in developing new business and delivering excellence in wealth planning and fiduciary services.

Job Responsibilities:

Internal:

• Develop aninternal network by partnering up with our internal stakeholders for a moreholistic solution approach in estate & legacy planning
• Meet prospects /clients / colleagues to introduce wealth planning solutions for potential crossselling opportunity
• Resolve complex enquiries on fiduciary / insurance related matters to ensure clients satisfaction
• Organize workshop/ seminar / training to internal stakeholders advising of any latest landscape change / tax implication / regulation alternation etc. for educational purpose
• Produce and update material from time to time serving as the centralized source of knowledge base in estate & legacy planning

External:

• Explore business potential of our Fiduciary Services & other offerings in the Group by reaching out 3rd parties for business collaboration externally
• Deploy wealth planning tools to generate new business in fiduciary structure / corporate services in compliance with applicable laws / regulations / internal guidelines
• Promote wealth planning branding of the Group in all areas ensuring Connect

Financial:

• Assist in achieving the revenue target on fiduciary services / corporate services set out from time to time
• Explore cross selling opportunity in other offerings in the Group to supplement the achievement of revenue target
• Formulate sales strategy to optimize the sales capacity and efficiency
• Expand various distribution channels primarily in Singapore and also regionally to broaden its exposure in order to achieve the sales target
• Enhance product range to cater for ever-changing complex wealth planning needs
• Help and review existing clients on on-going basis for relationship maintenance and possible upselling opportunity

Requirements:

• Bachelor's degree or above in Business, Finance, Law, or a related discipline. Relevant professional qualifications in trust, estate planning, or wealth management (e.g. STEP, CTP, CFP) are an advantage.
• Minimum of 8 - 10 years' experience in wealth planning, fiduciary services, trust or corporate services, with a proven track record in business development and revenue generation.
• Strong understanding of estate & legacy planning, fiduciary structures, and the Singapore regulatory environment (MAS) governing trust and corporate services; regional regulatory knowledge is an advantage.
• Established network of intermediaries, referral partners and/or high-net-worth clients across Singapore and the region.
• Strong business development, relationship management, and negotiation skills.
• Excellent interpersonal and communication skills, with fluency in written and spoken English.
• Proficiency in Mandarin is a distinct advantage given the Group's cross-border and EAM client base.