about the company.
A leading international financial services group specializing in comprehensive wealth management, fiduciary, and advisory solutions for high-net-worth clients across Asia.
about the job.
Drive business growth and deliver holistic estate and legacy planning solutions to high-net-worth clients across the region.
- Develop strategic internal partnerships to deliver comprehensive estate and legacy planning solutions.
- Conduct engaging workshops, seminars, and training to educate stakeholders on wealth planning developments, regulatory changes, and tax implications.
- Build external business partnerships to expand the firm’s fiduciary and corporate services footprint across Singapore and regional markets.
- Create and update centralized knowledge resources to establish best practices in wealth and estate planning.
- Engage existing clients to review ongoing financial structures, identify upsell opportunities, and ensure long-term satisfaction.
skills and experience required.
- Proven track record in wealth planning, estate management, or fiduciary services within a private banking or financial services environment.
- Deep knowledge of estate planning structures, life insurance solutions, and relevant legal and regulatory frameworks.
- Strong business development capabilities with demonstrated success in driving revenue and expanding distribution channels.
- Exceptional communication and presentation skills with the ability to translate complex technical concepts into clear, actionable advice.
- Bachelor degree in Law, Finance, Business, or a related discipline, with relevant professional certifications preferred.
Please click on the 'apply' button to apply online. For more information, please reach out to Tori Quak. (EA: 94C3609 /R26163708)
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