Wealth Planning Director – UHNW Growth (Singapore)

Lleapz - Financial Talent Specialists; Singapore; On-site; SGD 120,000 - 150,000; Full time

Job summary

A financial talent specialist firm in Singapore is seeking a Planning Director to lead client experience and drive new business acquisition. The ideal candidate will have over 12 years of experience in wealth management, a relevant degree, and deep knowledge of wealth planning strategies. This full-time position is integral for growth in high-net-worth segments, requiring strong client relationship management and innovative marketing initiatives.

Qualifications

• Over 12 years of experience in wealth management.
• Deep technical knowledge of wealth planning strategies.

Responsibilities

• Lead new business acquisition.
• Implement marketing initiatives for wealth planning.
• Serve as the primary relationship owner for clients.

Skills

Wealth management experience

Client relationship management

Marketing initiatives

Business acquisition

Education

Degree in a relevant field

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.