Trust Wealth Planner

Location: Singapore
Salary: competitive
Sectors: Asset Management
Job Type: Permanent
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Job Description

  • Provide comprehensive support for the wealth planning and administration teams on new and existing structures related to clients particularly in the North Asian market, considering relevant regulatory, legal and tax aspects
  • Preparation of trust-related documents for setting-up new fiduciary structures, participating in wealth planning reviews and implementing changes in the existing fiduciary structures
  • Participate in strategic succession and contingency planning and stress-testing fiduciary structures and family governance projects
  • Building up and strengthening network of external advisors in respective regions, drafting and updating pitch books and presentations

Requirements

  • Minimally 5 years' direct experience in wealth planning advisory
  • Solid intermediary network in the fiduciary and financial services industry including law firms, accounting firms, multi/ single family offices and private banks
  • Professional degree in law and/or accountancy preferred
  • Fluency in English and Business Mandarin in respect of wealth planning issues
  • Willingness to travel

For experienced entrepreneurial individuals who are keen in exploring opportunities in developing markets in North Asia, please reach out to Charlotte Chen for more details.

Huxley, a trading division of SThree Pte Limited (Registration Number: 200720126E | SThree Pte Limited Licence Number 16S8216 | Huxley Licence Number 53132076J)

Award winner of:

International Recruitment Company of the Year by Recruitment International 2016

Best Client Services by Asia Recruitment Awards 2017

Best Overseas Operation by Global Recruiters 2017

Highly Commended for Best Large Recruitment Business 2017

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