summary

singapore river
permanent
full-time

specialism
insurance
sub specialism
operations
reference number
91M0274670_0424688154623625382

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about the company. Our client is a well-established international financial services organization with a strong regional footprint. They are recognized for providing tailored wealth planning solutions and maintaining a dedicated focus on long-term client success.
about the job. Drive portfolio growth and strategic client engagement by delivering integrated estate planning and fiduciary services. ...

Partner with internal business teams to deliver holistic estate, legacy, and succession planning solutions.
Manage client relationships and advise on complex fiduciary, trust, and wealth structuring requirements.
Lead internal knowledge-sharing sessions to keep business partners informed on regulatory shifts and legal updates.
Build external business partnerships and expand distribution channels to drive regional market presence.
Review active structures regularly to ensure ongoing alignment with compliance standards and business objectives.

skills and experience required.

Strong background in wealth planning, trust management, or fiduciary services within the financial sector.
Comprehensive understanding of regional legal frameworks, trust structures, and wealth management solutions.
Track record of driving business development, cross-selling initiatives, and strategic stakeholder partnerships.
Clear communication skills with the ability to explain complex financial and legal structures effectively.
Relevant professional qualifications in estate planning or trust management are highly advantageous.

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

Partner with internal business teams to deliver holistic estate, legacy, and succession planning solutions.
Manage client relationships and advise on complex fiduciary, trust, and wealth structuring requirements.
Lead internal knowledge-sharing sessions to keep business partners informed on regulatory shifts and legal updates.
Build external business partnerships and expand distribution channels to drive regional market presence.
Review active structures regularly to ensure ongoing alignment with compliance standards and business objectives.

skills and experience required. ...

Strong background in wealth planning, trust management, or fiduciary services within the financial sector.
Comprehensive understanding of regional legal frameworks, trust structures, and wealth management solutions.
Track record of driving business development, cross-selling initiatives, and strategic stakeholder partnerships.
Clear communication skills with the ability to explain complex financial and legal structures effectively.
Relevant professional qualifications in estate planning or trust management are highly advantageous.

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

experience
10 years
skills
wealth planning, estate planning, succession planning, fiduciary services, corporate services, trust structures, cross selling, client relationship management, regulatory compliance, risk management, Singapore, regional expansion
qualifications
Degree/Diploma
education
Bachelor Degree

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tori quak

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high networth trust manager.

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