Wealth Planning Director for UHNW Estate & Cross-Border

THE HACENS TALENT PTE. LTD.; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

A leading wealth management firm in Singapore is seeking a Wealth Planning Director. This role involves advising ultra-high net worth clients on complex estate and fiduciary structures while driving business growth. You will collaborate with internal teams and external partners to deliver integrated solutions. Ideal candidates will have 10–15 years of related experience, strong relationship management skills, and fluency in English and Mandarin.

Qualifications

• 10–15 years of experience in wealth, estate, or legacy planning.
• Strong understanding of trust structures and tax/regulatory frameworks.
• Experience in private banking, insurance, or fiduciary services.

Responsibilities

• Advise clients on estate, legacy, and fiduciary structures.
• Collaborate with stakeholders to deliver wealth planning solutions.
• Manage relationships and develop sales strategies regionally.

Skills

Relationship management

Presentation skills

Stakeholder engagement

Proactive client service

Fluency in English

Fluency in Mandarin

Education

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

Job description

A leading wealth management firm in Singapore is seeking a Wealth Planning Director. This role involves advising ultra-high net worth clients on complex estate and fiduciary structures while driving business growth. You will collaborate with internal teams and external partners to deliver integrated solutions. Ideal candidates will have 10–15 years of related experience, strong relationship management skills, and fluency in English and Mandarin.