Wealth Planning, Executive Director - Private Bank

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

Planning Director, Client Experience & Leadership

Location: Singapore

Seniority level

• Executive

Employment type

• Full‑time

Job function

• Business Development and Sales

Key Responsibilities

• Lead new business acquisition and strategic growth of the Wealth Planning Solutions platform across HNW and UHNW segments
• Develop and implement strategic marketing initiatives that position the firm’s trust and wealth planning capabilities in alignment with business objectives
• Partner with internal stakeholders to architect tailored wealth planning solutions addressing complex client needs across trust structures, tax optimization, and legacy planning
• Serve as primary relationship owner for clients, conducting regular portfolio reviews and evolving strategies to meet changing wealth preservation goals
• Analyze market dynamics and competitor positioning to identify growth opportunities and enhance service delivery
• Drive compliance excellence and proactive risk management across all wealth planning activities and client relationships

Your Profile

• Degree in Law, Accounting, Tax, Business, or Finance from an accredited university; advanced qualifications advantageous
• 12+ years of progressive experience in wealth management with demonstrated expertise in trust structures, fiduciary solutions, and cross‑border wealth planning
• Proven track record in business development and client acquisition within Singapore’s HNW/UHNW segments
• Deep technical knowledge of wealth planning strategies, trust and insurance referral concepts, and regulatory frameworks in Singapore
• Strategic thinker with exceptional communication skills—able to translate complex financial structures into clear, client‑focused advisory solutions
• Results‑oriented mindset with ability to thrive in fast‑paced, multi‑stakeholder environments
• Strong relationship‑building capabilities and credibility with sophisticated client base

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