Wealth Planning Director for UHNW Estate & Cross-Border

THE HACENS TALENT PTE. LTD.; Singapore; On-site; SGD 120,000 - 170,000; Full time

Job summary

A leading financial services firm in Singapore seeks a Wealth Planning Director to advise UHNW and HNW clients on estate and legacy structures. The role entails collaborating with stakeholders to deliver integrated solutions and requires significant experience in wealth planning. Fluency in English and Mandarin is essential. Competitive compensation and a permanent, full-time position are offered.

Qualifications

• 10–15 years of experience in wealth, estate, or legacy planning.
• Strong understanding of trust structures and tax/regulatory frameworks.
• Fluency in English and Mandarin (Cantonese an advantage).

Responsibilities

• Advise UHNW and HNW clients on estate and legacy planning.
• Partner with stakeholders to deliver holistic solutions.
• Act as a subject matter expert on complex regulatory matters.
• Develop materials on wealth and estate planning.

Skills

Wealth planning expertise

Relationship management

Presentation skills

Stakeholder engagement

Education

Bachelor’s degree in Finance, Business, Law, or related discipline

Job description

A leading financial services firm in Singapore seeks a Wealth Planning Director to advise UHNW and HNW clients on estate and legacy structures. The role entails collaborating with stakeholders to deliver integrated solutions and requires significant experience in wealth planning. Fluency in English and Mandarin is essential. Competitive compensation and a permanent, full-time position are offered.