Wealth Planning Manager, Asset and Wealth Management firm
Our client is an asset management firm that they alsoprovide wealth advisory solutions to their HNWI clients. As the business continues to grow, they arelooking for a Wealth Planning Manager to join the team. The position is based in Singapore.
Key responsibilities:
- Work with relationship managers, investment specialistsand external service providers to provide wealth solutions such as Trusts and Fiduciary,Estate Planning, Insurance protection, cross-border wealth preservation etc toclients
- Understand clients’ needs to provide bespoketrust and insurance solutions to them
- Provide high quality advice to clients and ensuresmooth delivery
- Keep track of the market trends and productupdates in the industry
- Liaise with external service providers such astrust firms, corporate services, legal, tax consultants etc to structure wealthsolutions to clients
- Ensure the process are aligned with regulatoryrequirements, company policies etc
Key requirements
- Bachelor’s degree in finance, business management, accounting or other disciplines
- At least 5 years of wealth planning, trust andfiduciary, tax advisory, family office advisory experience
- Good technical knowledge in private trust andfiduciary, insurance planning
- Good communication and client servicing skills
- Motivated, meticulous, ability to collaboratewith different parties
Interested parties please send your resume to Loretta Chan atloretta@amethystasiapartners.com
Regrettably only shortlisted candidates will be contacted
EALicense Number: 20C0180| Registration no: R1876188 |