Lombard Odier Group Hiring! Full Time Wealth Planner - Singapore in - Ricebowl

A career at Lombard Odier means working for a renowned global wealth and asset manager and a leader in sustainable investing. An innovative bank of choice for private and institutional clients, our Firm is independently owned and one of the best-capitalised banking groups in the world, managing over USD 400 billion and operating from over 25 Offices across 4 continents.

With a history spanning over 230 years, Lombard Odier is an investment house providing comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions.

“Rethink Everything” is our philosophy – it is at the heart of everything we do. We have grown stronger through 40 financial crises by re-evaluating the world around us and we constantly rethink the world around us to provide a fresh investment perspective for our clients.

Your Role:

We are looking for a Wealth Planner to support the delivery of wealth planning solutions to our high-net-worth and ultra-high-net-worth clients in Singapore. This role will focus on providing tailored wealth planning advice and supporting Relationship Managers in addressing clients’ wealth structuring, succession and legacy planning needs. You will act as a trusted adviser to both clients and Relationship Managers while working closely with the Group’s wealth planning team and external partners to deliver holistic solutions.

• Analyze client needs and deliver bespoke wealth planning solutions tailored to their personal, family and business objectives
• Advise clients on wealth structuring, succession planning, estate planning, family governance, philanthropy and fiduciary solutions
• Partner closely with Relationship Managers and other specialists to support client acquisition, retention and asset consolidation initiative
• Participate in client meetings and contribute to the preparation and presentation of wealth planning proposals and recommendations
• Coordinate with the Group’s wealth planning team and relevant internal stakeholders to ensure consistency and alignment of wealth planning solutions
• Support the implementation of agreed wealth planning structures by working closely with clients, external advisers and internal stakeholders
• Develop and maintain strong relationships with external advisers and service providers, including legal, tax and fiduciary professionals
• Support Relationship Managers through technical guidance, training and ongoing knowledge sharing on wealth planning topics
• Monitor market, regulatory and industry developments relevant to wealth planning and provide updates to clients and internal stakeholders where appropriate
• Represent Lombard Odier at client events, seminars and industry engagements to promote the firm’s wealth planning capabilities and thought leadership

Your Profile:

• University education with a minimum of 8-10 years of experience in wealth planning, private banking, fiduciary, legal or related advisory role
• Strong understanding of wealth structuring and solutions, including succession planning, estate planning, trust structures, family governance and fiduciary services
• Knowledge of the Singapore wealth planning landscape and familiarity with cross-border wealth planning considerations
• Experience working with high-net-worth and ultra-high-net-worth clients and their professional advisers
• Strong communication and presentation skills with the ability to explain complex planning concepts in a practical and client-friendly manner
• Commercially minded with the ability to work closely with Relationship Managers and contribute to business development efforts
• Proven ability to build trusted relationships with clients, colleagues and external partners
• Self-motivated, collaborative and able to operate effectively in a dynamic and international environment

Our Maison’s DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication.

As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison’s DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy.

It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.