Wealth Planning Director – UHNW Growth (Singapore)

Lleapz - Financial Talent Specialists; Singapore; On-site; SGD 100,000 - 125,000; Full time

Job summary

A financial talent specialist firm in Singapore is seeking a Planning Director for Client Experience and Leadership. The role involves leading new business acquisition, implementing marketing initiatives for wealth planning, and serving as the primary relationship owner for clients. Candidates should possess over 12 years of experience in wealth management, a degree in a relevant field, and deep technical knowledge of wealth planning strategies. This full-time position offers the chance to drive growth in the HNW/UHNW segments.

Qualifications

• 12+ years of progressive experience in wealth management.
• Demonstrated expertise in trust structures and fiduciary solutions.
• Deep technical knowledge of regulatory frameworks in Singapore.

Responsibilities

• Lead new business acquisition and strategic growth.
• Implement strategic marketing initiatives for wealth planning.
• Conduct regular portfolio reviews and evolve strategies.

Skills

Business development

Client acquisition

Strategic thinking

Communication skills

Relationship-building

Wealth planning strategies

Education

Degree in Law, Accounting, Tax, Business, or Finance

Advanced qualifications

Job description

A financial talent specialist firm in Singapore is seeking a Planning Director for Client Experience and Leadership. The role involves leading new business acquisition, implementing marketing initiatives for wealth planning, and serving as the primary relationship owner for clients. Candidates should possess over 12 years of experience in wealth management, a degree in a relevant field, and deep technical knowledge of wealth planning strategies. This full-time position offers the chance to drive growth in the HNW/UHNW segments.