Role Requirements:
Monitoring trends in the wealth planning industry and the respective regions, making sure these are communicated via Private Wealth Solutions and supervising the implementation of necessary changes in order to achieve the long term goals of the individual and his or her family
Comprehensive guidance of High Net Worth Individuals particularly from Asia, with consideration to all aspects of wealth planning
Close collaboration with clients, their legal and tax advisers and private bankers
Able to communicate the importance of wealth and estate planning to bankers and clients
Technically sound ie familiar with different types of succession planning, asset consolidation and protection vehicles
Required Experience:
A degree in finance, accounting, business or law
Strong relevant client facing experience working in a trust company or bank
In depth knowledge and experience of a broad spectrum of financial planning instruments, trust, private trust companies
Relevant industry accreditation such as STEP, and knowledge of regional languages would be an added advantage
Knowledge in the area of tax, private international law and cross border structuring, inheritance and family law
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Wealth Planner
- Location Singapore
- Job type Permanent
- Salary Negotiable
- Discipline
- Reference PR/249167_1581415231