Wealth Planner

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

[email protected]

OR

Whatsapp +65 8086 3812

I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D '

Job Mandate

Deliver comprehensive wealth planning and philanthropy advisory services to Private Banking clients, working closely with Relationship Managers to identify, originate, and develop holistic wealth planning strategies that support clients' wealth preservation, succession, governance, philanthropic, and legacy goals.

Duties and Responsibilities:

• Provide wealth planning assistance to clients in the Philippines market on matters involving trusts, succession planning, family governance, family offices, philanthropy, liquidity planning, wealth structuring, and intergenerational wealth transfer, while considering each client's objectives, circumstances, values, and family dynamics.
• Work alongside Relationship Managers to identify wealth planning opportunities and understand client requirements.
• Deliver training to Relationship Managers on wealth planning and philanthropy-related topics.
• Facilitate introductions and referrals to approved external advisors and partners, trustee providers, and onshore trustees, in accordance with the Bank's policies, procedures, and applicable regulatory requirements.
• Create thought leadership and wealth planning concepts while keeping abreast of regulatory, tax, and market developments relevant to wealth planning and philanthropy.
• Develop appropriate client marketing pitch decks and internal training materials.
• Contribute to the achievement of the Bank's AuM, NNM, revenue, and wealth planning implementation targets.
• Plan and host client events, seminars, roundtables, and thought leadership initiatives to strengthen client engagement.
• Regional travel will be required to support client engagement, business development activities, training, and internal stakeholder support.
  

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