Talent.com
This job offer is not available in your country.
Senior Wealth Planner - Private Bank

Senior Wealth Planner - Private Bank

Selby JenningsSingapore
13 days ago
Job description

Responsibilities

  • Advise clients on wealth structuring, succession planning, and familyernance.
  • Provide guidance on Singapore's Single Family Office (SFO) framework and Global Investor Program (GIP).
  • Collaborate with Relationship Managers to identify client needs and deliver tailored solutions.
  • Liaise with legal, tax, and fiduciary professionals to implement wealth planning strategies.
  • Identify and manage insurance referral opportunities, including needs analysis and solution rmendations.
  • Conduct client meetings and internal training sessions on wealth planning topics.
  • Ensurepliance with MAS regulations and internal risk management policies.

Requirements :

  • Bachelor's degree in Law, Finance, Accounting, or related field; advanced degree preferred.
  • STEP qualification or equivalent professional certification (, CFP, CPA, TEP).
  • Minimum 8-10 years of experience in wealth planning, trust services, or private banking.
  • Strong knowledge of Singapore's regulatory environment, including MAS guidelines.
  • Experience with family office advisory and cross-border planning is a plus.
  • Excellentmunication and interpersonal skills.
  • Fluency in English; proficiency in Mandarin is advantageous

    • Job ID PR / 541176

    Create a job alert for this search

    Planner • Singapore