ED Wealth Planning - Asset Management - Singapore
Responsibilities
- Lead Wealth Structuring & Trust Advisory - Drive wealth planning, estate and succession strategies for HNW/UHNW clients, covering trusts, family office structures, asset protection, and cross-border considerations.
- Strategic Client & Stakeholder Engagement - Partner closely with relationship managers, legal, tax, and fiduciary advisors to deliver holistic, compliant solutions aligned with clients long-term objectives.
- Governance & Compliance Leadership - Oversee regulatory compliance across multiple jurisdictions while acting as a subject-matter expert on evolving trust, estate, and wealth planning frameworks.
Qualifications
- Degree in Law (LLB/LLM preferred); STEP (TEP) and/or CFP highly advantageous.
- 10+ years in wealth planning, trust advisory, private banking, or fiduciary services, with proven exposure to multi-jurisdictional tax and estate planning.
- Demonstrated ability to advise sophisticated clients, influence senior stakeholders, and lead teams or initiatives within a client-centric, advisory environment.
If you are interested in the role, please apply with your updated resume to [Confidential Information] for a confidential discussion. If the role does not match your profile, feel free to refer the role to your professional peers or friends.
