Wealth Planning Manager / Senior Wealth Planner
At a glance
Why this role might suit you
The role offers exposure to high-net-worth and ultra-high-net-worth clients in Singapore's growing wealth management sector, with opportunities to develop specialized expertise in trusts, tax-efficient structures, and cross-border planning within a regulated environment.
Skills
About the role
Role Overview
We are seeking an experienced Wealth Planning professional to provide holistic wealth structuring and succession planning solutions to HNW and UHNW clients.
Working closely with Private Client Solutions team, investment professionals and external advisers, you will identify clients' wealth planning needs and develop tailored solutions across estate and succession planning, trusts, insurance, family governance, tax-efficient structures and cross-border wealth planning.
This client-facing and advisory-oriented role requires strong technical expertise, commercial awareness and the ability to communicate complex structures clearly.
Key Responsibilities
Analyze client profiles to design tailored solutions covering trusts, single family offices (SFO), insurance, and cross-border wealth preservation.
Partner closely with Private Client Solutions team in client meetings to provide technical expertise and help secure/onboard premium clients.
Coordinate with external legal, tax, trust, and corporate services advisers to successfully implement and review the approved structures.
Ensure all planning activities align with internal policies and regulatory standards, keeping meticulous documentation.
Requirements
Bachelor’s degree in Law, Accounting, Finance, or a related business discipline.
5–8 years of relevant experience in wealth planning, private banking, trust services, tax advisory, or family office advisory.
Strong understanding of Singapore wealth management and family office structures (e.g., Section 13O/13U, VCCs, trusts).
Excellent written and spoken English; Mandarin is required to regularly interact with Chinese-speaking clients.
Professional certifications like STEP, CFA, CPA, or a legal qualification is a plus.
Soft Skills & Competencies
Ability to translate complex legal and technical concepts into practical, client-friendly advice.
Collaborative working style to manage multiple stakeholders (RMs, clients, and external experts).
Ethics: High integrity and absolute discretion when handling confidential client matters.
Questions about this role
Want AI Applyd to auto-apply to roles like this?
We tailor your resume per posting, fill the forms, and track replies for you.