Wealth Planning Manager / Senior Wealth Planner

Firstplus; Singapore; On-site; SGD 150,000 - 210,000; Full time

Job summary

Firstplus in Singapore is seeking an experienced Wealth Planning professional to deliver holistic wealth structuring and succession planning for high-net-worth clients. You will work with Private Client Solutions and external advisers to tailor estate planning, trusts, family governance, and cross-border wealth solutions.

The role requires strong technical expertise, commercial awareness and the ability to explain complex structures clearly to clients in English; Mandarin is required for

Qualifications

• Bachelor’s degree in Law, Accounting, Finance, or related business discipline.
• 5–8 years of wealth planning experience.
• Strong knowledge of Singapore wealth management and family office structures (Section 13O/13U, VCCs, trusts).
• Proficiency in English; Mandarin required for client interactions.
• STEP, CFA, CPA or legal qualification is a plus.
• Ability to translate complex concepts into practical advice.
• Collaborative working style to manage multiple stakeholders.

Responsibilities

• Analyze client profiles to design tailored wealth planning solutions (trusts, SFO, cross-border planning).
• Collaborate with Private Client Solutions team to interact with premium clients and provide technical expertise.
• Coordinate with external advisers to implement and review approved structures.
• Maintain meticulous documentation and ensure compliance with internal policies and regulatory standards.

Skills

Client advisory

Stakeholder management

Regulatory compliance

Mandarin

Education

Bachelor's degree

Job description

Role Overview

We are seeking an experienced Wealth Planning professional to provide holistic wealth structuring and succession planning solutions to HNW and UHNW clients.

Working closely with Private Client Solutions team, investment professionals and external advisers, you will identify clients' wealth planning needs and develop tailored solutions across estate and succession planning, trusts, insurance, family governance, tax-efficient structures and cross-border wealth planning.

This client-facing and advisory-oriented role requires strong technical expertise, commercial awareness and the ability to communicate complex structures clearly.

Key Responsibilities

• Analyze client profiles to design tailored solutions covering trusts, single family offices (SFO), insurance, and cross-border wealth preservation.
• Partner closely with Private Client Solutions team in client meetings to provide technical expertise and help secure/onboard premium clients.
• Coordinate with external legal, tax, trust, and corporate services advisers to successfully implement and review the approved structures.
• Ensure all planning activities align with internal policies and regulatory standards, keeping meticulous documentation.

Requirements

• Bachelor’s degree in Law, Accounting, Finance, or a related business discipline.
• 5-8 years of relevant experience in wealth planning, private banking, trust services, tax advisory, or family office advisory.
• Strong understanding of Singapore wealth management and family office structures (e.g., Section 13O/13U, VCCs, trusts).
• Excellent written and spoken English; Mandarin is required to regularly interact with Chinese-speaking clients.
• Professional certifications like STEP, CFA, CPA, or a legal qualification is a plus.
• Ability to translate complex legal and technical concepts into practical, client-friendly advice.
• Collaborative working style to manage multiple stakeholders (RMs, clients, and external experts).
• Ethics: High integrity and absolute discretion when handling confidential client matters.