summary

singapore river
permanent
full-time

specialism
insurance
sub specialism
business development
reference number
91M0274670_0424688154623625382

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job details

about the company.

Our client is a well-established global financial institution with a strong presence across Asia-Pacific. They are recognized for their robust wealth management solutions and ongoing commitment to client-centric services.

about the job.

...

Partner with key internal and external stakeholders to deliver integrated wealth planning solutions and drive portfolio growth.

Collaborate with internal business partners to provide integrated estate and succession planning solutions.
Engage directly with high-net-worth clients to address complex fiduciary, tax, and governance requirements.
Conduct internal knowledge-sharing workshops to keep cross-functional teams informed on regulatory changes.
Identify regional business opportunities and external partnerships to expand service coverage across key markets.
Maintain active oversight of existing client accounts to ensure long-term trust structures remain compliant.

skills and experience required.

Proven track record in wealth planning, estate management, or corporate services within financial services.
Deep expertise in regional estate planning frameworks, trust structures, and relevant legal regulations.
Strong commercial acumen with a track record of driving strategic initiatives and stakeholder engagement.
Exceptional communication and presentation skills, with the ability to articulate complex structures clearly.
Professional credentials such as STEP or relevant legal and financial qualifications are highly advantageous.

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

about the company.

about the job.

Partner with key internal and external stakeholders to deliver integrated wealth planning solutions and drive portfolio growth.

Collaborate with internal business partners to provide integrated estate and succession planning solutions.
Engage directly with high-net-worth clients to address complex fiduciary, tax, and governance requirements.
Conduct internal knowledge-sharing workshops to keep cross-functional teams informed on regulatory changes.
Identify regional business opportunities and external partnerships to expand service coverage across key markets.
Maintain active oversight of existing client accounts to ensure long-term trust structures remain compliant.

skills and experience required.

...

Proven track record in wealth planning, estate management, or corporate services within financial services.
Deep expertise in regional estate planning frameworks, trust structures, and relevant legal regulations.
Strong commercial acumen with a track record of driving strategic initiatives and stakeholder engagement.
Exceptional communication and presentation skills, with the ability to articulate complex structures clearly.
Professional credentials such as STEP or relevant legal and financial qualifications 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, regional expansion
qualifications
Bachelor's Degree / Diploma
education
Bachelor Degree

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tori quak

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trust manager & wealth planning manager.

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tori quak

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