Wealth Planner at BDO UNIBANK, INC. (SINGAPORE BRANCH)

BDO UNIBANK, INC. (SINGAPORE BRANCH); Singapore; On-site; SGD 90,000 - 130,000; Full time

Job summary

BDO UNIBANK, INC. (SINGAPORE BRANCH) is seeking a full-time wealth planning and philanthropy advisor for Private Banking clients.

You will collaborate with Relationship Managers to originate holistic wealth planning solutions aligned with client objectives, including succession, governance, and legacy planning. The role involves training Relationship Managers, coordinating with external advisors, and hosting events to drive client engagement and revenue growth, with travel within the region as

Responsibilities

• Provides wealth planning support to clients in the Philippines market on trusts, succession planning, family governance, family offices, philanthropy, liquidity planning, wealth structuring and intergenerational wealth transfer.
• 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 to external advisors, trustees and partners per regulatory requirements.
• Develops thought leadership and planning ideas, staying updated on regulatory, tax and market developments.
• Develops client marketing pitches and internal training materials.
• Contributes to achieving AuM, NNM, revenue and wealth planning targets.
• Organizes and hosts client events to promote engagement.

Job description

Job Mandate

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.

This Full time on site position offers great opportunities for career growth.

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.