Head of Wealth Planning Asia

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A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalized banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents.

With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions.

Rethink Everything” is our philosophy – it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients.

Within this context and given our fast growing business in Asia, we are looking for a Asia Head of Wealth Planning to be based in Singapore.

Your Role :

We are looking for a Asia Head of Wealth Planning to lead and develop our wealth planning expertise in the region. This role will focus on building a strong advisory offering tailored to the needs of our clients across the region. You will act as a key advisor to both clients and Relationship Managers, while also working closely with the Group’s global wealth planning team to ensure alignment and share insights. You will also be responsible for developing external partnerships that strengthen our offering.

• Build up a center of expertise in Asia focused on wealth planning
• Develop, promote, and implement a tailored wealth planning strategy for the region
• Coordinate with the Group’s wealth planning team to share updates and provide market surveillance on changes affecting Asia
• Analyze client needs and deliver bespoke wealth planning solutions
• Support Relationship Managers by providing training and guidance on wealth planning topics
• Create and maintain a strong network of external service providers in Asia to support the Group’s client offering
• Strengthen Lombard Odier’s presence in Asia by representing the firm at industry events and speaking engagements on wealth planning matters.

Your Profile :

Our Maison’s DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team , united in serving our clients with unwavering dedication.

As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison’s DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy.

It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.

Seniority level

Seniority level

Executive

Employment type

Employment type

Full-time

Job function

Job function

Business Development

Industries

Financial Services, Investment Banking, and Banking

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