int(5378)
Singapore

Director, Wealth Planner, Private Bank

Our client is a reputable Private Bank that is committed in expanding their Asia business. Currently looking for an experienced wealth planner to join their established team.

 

This is an exceptional opportunity to build a long-term and rewarding career

Please contact Shao Yun at +65 9677 2211 or email your cv directly in word format to frontoffice@theedgepartnership.com

Please note that due to the high number of applications only shortlisted candidates will be contacted. If you do not hear from us in the next 5 business days, we regret to inform you that your application for this position was unsuccessful.

  

EA Licence: 16S8131

Recruiter Licence: R1981561

Apply for this Job

Key responsibilities

  • Responsible for working with HNW clients in creating personalized, and comprehensive wealth plans
  • Provide private bankers and clients preliminary tax, estate planning, trust, life insurance and wealth structuring advice
  • Research on tax and wealth structuring, confident in servicing high net worth clients

Role requirements

  • Bachelor’s Degree in Accountancy or Law
  • Minimum of eight years of experience on Wealth Planning for HNW/UHNW private banking clients
  • Experience in tax advisory will be an added advantage
  • Proven ability to build trust and deliver needs-based solutions to HNW/UHNW clients.