Wealth Planner for Ultra High Net Worth Clients

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456) on

WhatsApp

+65 80358497

or email

[email protected]

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

(Mid–Senior Level | Team Leadership & Advisory Growth)

NB. This role is a Commission-based role; the Salary Range I included is an average approximate based on past teammates’ earnings.

Overview

We are looking for an experienced Wealth Planner specialising in Ultra High-Net-Worth (UHNW) clients, with a strong background in philanthropic advisory. This role is suited for a seasoned professional who brings an established client portfolio and a proven ability to deliver highly customised wealth solutions.

You will play a key role in advising affluent individuals and families on wealth preservation, legacy planning, and charitable giving, while integrating your existing client base into the firm’s platform.

Key Responsibilities

• Build, manage, and grow relationships with UHNW clients and their families
• Transition and integrate your existing client portfolio into the firm smoothly
• Develop tailored financial strategies covering investment planning, risk management, tax optimisation, and estate structuring
• Advise clients on philanthropic initiatives, including setting up foundations, endowments, and donor-advised funds
• Collaborate with internal specialists such as tax, legal, and investment teams to deliver holistic solutions
• Identify and recommend curated investment opportunities aligned with clients’ financial objectives
• Stay informed on market developments, regulatory changes, and trends in philanthropy and impact investing
• Provide ongoing portfolio reviews and strategic advice to support long-term wealth and legacy goals

Requirements

• At least 5 years of experience in wealth management, private banking, or financial planning with UHNW clients
• A strong, transferable portfolio of UHNW clients
• Demonstrated expertise in philanthropic advisory and charitable planning strategies
• In-depth knowledge of estate planning, tax structuring, and investment management
• Relevant professional certifications such as CFP, ChFC, or equivalent
• Strong relationship management skills with the ability to engage sophisticated clients and stakeholders
• Excellent communication skills, professionalism, and a high level of integrity

What We Offer

• Competitive compensation with performance-based incentives
• Access to an exclusive network of UHNW clients and philanthropic platforms
• Opportunities for career advancement within a high-performing environment
• Support from experienced professionals across tax, legal, and investment advisory functions

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.