Insurance Company - VP Wealth Planning - Singapore
Responsibilities
- Lead HNW insurance and wealth advisory strategy by delivering tailored solutions aligned to client risk profiles, while driving business growth, partnerships, and market development initiatives.
- Build and deepen HNW&UHNW client relationships through trusted advisory, end-to-end case management, and collaboration with internal teams and external partners to deliver holistic planning solutions.
- Champion capability and operational excellence by facilitating training, client engagement initiatives, and maintaining strong governance through pipeline oversight, reporting, and regulatory compliance.
Qualifications
- Degree in Banking or Finance with RNF License, CMFAS Modules 5, 9, and 9A are an advantage.
- 10+ years in wealth planning, trust advisory, private banking, or fiduciary services, with proven exposure to multi-jurisdictional tax and legacy 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.
