- Singapore
Working Location
Job Description
Responsibilities
Job Description:
Build and maintain relationships with Ultra High Net Worth (UHNW) individuals and their businesses.
Provide bespoke investment advice and manage discretionary portfolios.
Liaise with private banks to optimize client solutions.
Establish and advise on Single Family Offices (SFOs) and Multi Family Offices (MFOs).
Offer strategic planning for generational wealth transfer.
Deliver high-net-worth insurance solutions tailored to client needs.
Assist with trust structures, buy-sell agreements, and tax optimization strategies.
Implement asset ringfencing and risk mitigation strategies
Any other ad-hoc assigned
Requirements:
Excellent interpersonal skills with the ability to convey information clearly to diverse stakeholders.
High level of accuracy and meticulous attention to detail.
Proven ability to drive results independently while collaborating effectively within a team.
Prior experience in Management Consultancy, Banking, Finance, Asset Management, Trust, or Insurance is an advantage.
Bachelor’s degree in Finance, Business, Economics, Mathematics, or a related field.
Proficiency in spoken and written Mandarin is required to facilitate communication and liaise with Mandarin-speaking stakeholders and business partners from China.
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