Deskripsi Pekerjaan
Our Client is a premier global insurance broker specializing in bespoke wealth transfer and liquidity solutions for high-net-worth individuals. We are currently seeking a highly experienced and strategic Wealth Planning Director to lead our advisory team in Singapore. In this pivotal role, you will be instrumental in structuring complex financial portfolios, designing comprehensive estate plans, and managing sophisticated liquidity strategies that safeguard the legacies of our elite clientele. You will work closely with a diverse network of professionals to deliver holistic financial solutions that meet the rigorous standards of the Singapore market.
As the Wealth Planning Director, you will serve as the primary advisor for a select group of HNWIs, guiding them through critical financial transitions and long-term planning horizons. Your expertise will drive revenue growth, enhance client retention, and establish the firm as a trusted partner in wealth preservation. We are looking for a leader who is not only technically proficient but also possesses the emotional intelligence to navigate complex family dynamics and investment challenges.
Tanggung Jawab
- Develop and execute comprehensive wealth management strategies tailored to high-net-worth individuals and families.
- Lead the end-to-end wealth transfer and liquidity planning process, including estate structuring, trusts, and philanthropic planning.
- Maintain and grow a portfolio of key client relationships through regular consultations, strategic financial reviews, and relationship audits.
- Coordinate with legal, actuarial, tax, and investment specialists to ensure all planning solutions are compliant and optimized.
- Conduct in-depth financial health assessments and risk analysis to identify opportunities for growth and protection.
- Present sophisticated financial proposals and roadmaps to clients, ensuring clarity and alignment with their long-term goals.
- Stay abreast of regulatory changes and market trends to provide forward-thinking advice and innovative solutions.
- Mentor junior team members and contribute to the continuous improvement of the wealth planning department.
Kualifikasi
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field; Master’s degree or MBA is highly preferred.
- Proven track record of at least 10+ years in wealth planning, asset management, or private banking, with a focus on Singaporean clients.
- Certifications such as CFP®, CFA®, CFP (UK), or Chartered Wealth Manager (CWM) are highly desirable.
- Deep understanding of insurance products, trust structures, and estate planning laws applicable in Singapore.
- Excellent communication and presentation skills with the ability to translate complex financial concepts for clients.
- Strong ethical judgment, fiduciary responsibility, and ability to handle sensitive financial information with discretion.
- Demonstrated leadership experience in mentoring junior advisors and managing cross-functional teams.