A growing asset management firm is seeking an experienced Wealth Planning Manager / Senior Wealth Planner to provide holistic wealth planning solutions to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.

Working closely with Relationship Managers, investment professionals, and external advisers, you will advise clients on succession planning, trust structures, family offices, tax-efficient wealth preservation, and cross-border planning. This is an excellent opportunity for professionals looking to deepen their expertise in private wealth advisory within a client-facing environment.

Key Responsibilities

Advise HNW and UHNW clients on wealth structuring and succession planning solutions.
Design tailored strategies covering trusts, Single Family Offices (SFOs), insurance, and cross-border wealth preservation.
Partner with Relationship Managers during client meetings to provide technical wealth planning expertise.
Coordinate with legal, tax, trust, and corporate service providers to implement approved structures.
Review and maintain wealth planning structures in line with clients evolving objectives.
Ensure all documentation complies with internal governance and regulatory requirements.
Build trusted relationships with clients and professional advisers.
Support business development by providing specialist wealth planning expertise.

Key Requirements

Bachelor's degree in Law, Accounting, Finance, or a related discipline.
5-8 years of experience in Wealth Planning, Private Banking, Trust Services, Family Office, or Tax Advisory.
Strong understanding of Singapore wealth structures, including Section 13O/13U, VCCs, Trusts, and Family Office structures.
Experience advising HNW and UHNW clients on succession planning and wealth preservation.
Excellent communication and presentation skills.
Professional qualifications such as STEP, CFA, CPA, or Legal qualifications would be advantageous.

Interested parties please send your resume to Loretta Chan, R1876188 at .
Regrettably, only shortlisted candidates will be contacted.

Wealth Planning Manager / Senior Wealth Planner, Asset Management (Singapore)