全职 Wealth Planner - Private Bank 工作, 薪水 up to SGD 8,500, Recruit Avenue Pte. Ltd. 公司招聘中 - Ricebowl

Private Bank Wealth Planner

Role Overview

We are seeking an experienced Wealth Planner to support relationship managers and clients in developing and implementing wealth planning solutions, with a focus on insurance, trusts and succession planning.

The role combines client-facing wealth planning advisory with product/platform management, business development and internal training.

Key Responsibilities

Wealth Planning & Advisory

• Support Relationship Managers and clients on wealth planning and succession planning solutions.
• Advise on appropriate insurance and trust structures and facilitate referrals to external providers and trustees.
• Liaise with trustees, insurance brokers, relationship managers and clients to execute wealth planning solutions.
• Stay abreast of relevant legal, regulatory, tax and economic developments across key jurisdictions.
• Support wealth planning sales targets and new business initiatives.
• Apply sound commercial judgement when assessing client needs and structuring solutions.

Platform & Process Management

• Manage due diligence and approval processes for external vendors and service providers.
• Manage insurance company limits, exposure tracking and related approval processes.
• Oversee trust referral records and insurance premium financing applications.
• Ensure adherence to relevant wealth management policies, guidelines and governance requirements.
• Work closely with Credit and Relationship Management teams on premium financing facilities.
• Support management reporting on revenue, pipeline and transactions.

Product Training & Business Support

• Keep Relationship Managers and relevant teams updated on wealth planning, insurance and trust solutions.
• Deliver wealth planning product training to Relationship Managers and other team members.
• Support the broader team in identifying opportunities to incorporate wealth planning solutions into client relationships.
• Key RequirementsMinimum 5 years of experience in Wealth Planning, Trust, Insurance or a closely related field.
• Strong understanding of wealth structuring, succession planning, insurance and trusts.
• Good knowledge of legal and regulatory considerations affecting clients across different jurisdictions.
• Strong presentation, communication and stakeholder management skills.
• Experience in sales, business development or client-facing advisory, with sound commercial judgement.
• Established network with external intermediaries, insurance brokers, trustees and/or professional advisors.
• CACS certification is required.

23C1935

R1105492

Pay: $4,500.00 - $8,500.00 per month

Work Location: In person