Wealth Planner, Director (Private Banking) Wealth Planner, Director (Private Banking) …

Eames Consulting
in Singapore
Permanent, Full time
Be the first to apply
to be discussed
Eames Consulting
in Singapore
Permanent, Full time
Be the first to apply
to be discussed
Our client is a global Private Bank with a strong presence in Asia. Specializing in the Ultra High Net Worth sector, they are seeking for a successful individual to join their Wealth Planning and Trust services team covering the SEA and North Asia region.

This is an end-to-end role, where you can look foward to a full spectrum of Wealth Planning activities such as structuring, tax guidance, research and client engagement.

 

Job Description

  • Provide holistic advisory for UHNW/HNW clients in the areas of wealth planning and structuring within the SEA and North Asia market
  • Work with internal and external stakeholders on preparation of wealth plans and tax advisory, support families in intra-generational succession planning
  • Coordinate training activities with professional experts for private bankers on estate planning and trending issues such as tax updates 
  • Ensure all activities are in compliance with applicable regulations and policies
  • Conduct periodic review of client trust accounts

Requirements

  • Bachelors’ Degree in Law or Accounting
  • At least 6 to 10 years of direct experience in wealth planning and the trust industry
  • Tax advisory related exprience will be an added advantage
  • Ability to communicate in Business Mandarin will be an added advantage, as this role might cover mandarin speaking clients as well. 

 

Please reach out for a confidential discussion: privatebanking@eamesconsulting.com

Connect with us on Linkedin at: #eamesprivatebanking

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