Wealth Team Head

Pinnacle Consulting & Construction Services, Inc.; Singapore; Hybrid; SGD 180,000 - 240,000; Full time

Job summary

Planners Consult in Singapore is seeking a Wealth Team Head for a full-time hybrid role. You will lead a team, provide estate planning and asset structuring solutions, oversee client relations and portfolios, and develop strategies to enhance wealth management services.

Daily duties include client consultations, team supervision, service delivery, and collaboration with professionals and institutions to meet client needs.

Qualifications

• Experience in wealth management, estate planning, and asset structuring.
• Strong leadership and team management skills.
• Proficiency in managing client relationships and portfolios.
• Knowledge of tax benefits and safeguard measures.
• Excellent communication and interpersonal skills.
• Ability to work both independently and as part of a team.
• Relevant qualifications in finance, law, or related fields.
• Experience in a similar role within the financial services industry.
• Fluency in English; additional languages are a plus.

Responsibilities

• Lead and manage a Wealth Team, delivering estate planning and asset structuring solutions.
• Oversee client relations and portfolios, developing wealth management strategies.
• Collaborate with professionals and institutions to meet client needs effectively.

Skills

Wealth management

Leadership

Client relationships

Tax benefits knowledge

Communication

Independence

Finance / legal qualifications

Experience in similar role

English fluency

Education

Finance, Law, or related field

Job description

Planners Consult, created by a team of seasoned ex-bankers, is an innovative organization that provides global estate planning and asset structuring solutions in Singapore, such as trusts and variable capital company set-up. We assist clients in organizing their assets for future generations with tax benefits and safeguards. Our customized solutions cater to individuals and families, enabling us to grow through the trust in our services and partners worldwide.

Role Description

This is a full-time hybrid role for the Wealth Team Head, located in Singapore with some work-from-home flexibility. The Wealth Team Head will lead and manage a team, providing estate planning and asset structuring solutions, overseeing client relations and portfolios, and developing strategies to enhance wealth management services. Daily tasks will include client consultation, team supervision, service delivery, and collaboration with other professionals and institutions to meet client needs effectively.

Qualifications

• Experience in wealth management, estate planning, and asset structuring
• Strong leadership and team management skills
• Proficiency in managing client relationships and portfolios
• Knowledge of tax benefits and safeguard measures
• Excellent communication and interpersonal skills
• Ability to work both independently and as part of a team
• Relevant qualifications in finance, law, or related fields
• Experience in a similar role within the financial services industry
• Fluency in English; additional languages are a plus