Trust Manager / Wealth Planner

About The Company.

A leading international financial services group specializing in comprehensive wealth management, fiduciary, and advisory solutions for high-net-worth clients across Asia.

About The Job.

Drive business growth and deliver holistic estate and legacy planning solutions to high-net-worth clients across the region.

Develop strategic internal partnerships to deliver comprehensive estate and legacy planning solutions.

Conduct engaging workshops, seminars, and training to educate stakeholders on wealth planning developments, regulatory changes, and tax implications.

Build external business partnerships to expand the firm's fiduciary and corporate services footprint across Singapore and regional markets.

Create and update centralized knowledge resources to establish best practices in wealth and estate planning.

Engage existing clients to review ongoing financial structures, identify upsell opportunities, and ensure long-term satisfaction.

Skills And Experience Required.

Proven track record in wealth planning, estate management, or fiduciary services within a private banking or financial services environment.

Deep knowledge of estate planning structures, life insurance solutions, and relevant legal and regulatory frameworks.

Strong business development capabilities with demonstrated success in driving revenue and expanding distribution channels.

Exceptional communication and presentation skills with the ability to translate complex technical concepts into clear, actionable advice.

Bachelor degree in Law, Finance, Business, or a related discipline, with relevant professional certifications preferred.

Please click on the apply button to apply online. For more information, please reach out to Tori Quak. (EA: 94C3609 /R26163708)