What You'll Do:
- Partner with Relationship Managers to provide holistic wealth planning advice to HNW clients in North and South East Asia.
- Design and implement strategies for succession planning, tax optimization, and asset protection.
- Advise on trust structures, insurance solutions, and cross-border planning considerations.
- Stay ahead of regulatory developments and ensure compliance with MAS and international standards.
What We're Looking For:
- Degree in Law, Finance, Accounting, or related field; STEP certification preferred.
- Minimum 10 years experience in wealth planning, trust advisory, or private banking.
- Strong technical knowledge of estate planning, tax, and fiduciary services.
- Excellent communication and relationship management skills.
- Mandarin language skills preferred.
Desired Skills and Experience
10 to 15 years experience as wealth planner, trust manager/officer or private client legal advisor covering South East Asia or North Asia
STEP qualification and a legal qualification is a plus
Ability to speak Mandarin is preferred
Ability to view wealth planning holistically and incorporate various wealth management disciplines
Strong technical knowledge
Client centric skills including excellent organizational, interpersonal, verbal and written communication skills
Collaborative, able to work with and through others
Singapore citizen or Permanent Resident
