Wealth Planning Manager, Asset and Wealth Management firm

Our client is an asset management firm that they also provide wealth advisory solutions to their HNWI clients. As the business continues to grow, they are looking for a Wealth Planning Manager to join the team. The position is based in Singapore.

Key responsibilities:

• Work with relationship managers, investment specialists and external service providers to provide wealth solutions such as Trusts and Fiduciary, Estate Planning, Insurance protection, cross-border wealth preservation etc to clients
• Understand clients needs to provide bespoke trust and insurance solutions to them
• Provide high quality advice to clients and ensure smooth delivery
• Keep track of the market trends and product updates in the industry
• Liaise with external service providers such as trust firms, corporate services, legal, tax consultants etc to structure wealth solutions to clients
• Ensure the process are aligned with regulatory requirements, company policies etc

Key requirements

• Bachelor's degree in finance, business management, accounting or other disciplines
• At least 5 years of wealth planning, trust and fiduciary, tax advisory, family office advisory experience
• Good technical knowledge in private trust and fiduciary, insurance planning
• Good communication and client servicing skills
• Motivated, meticulous, ability to collaborate with different parties

Interested parties please send your resume to Loretta Chan at [Confidential Information]

Regrettably only shortlisted candidates will be contacted

EA License Number: 20C0180| Registration no: R1876188 |