Senior Wealth Planner | Key & UHNW Clients of Global Private Bank Singapore Based recruitment
Key Responsibilities Include:
• Actively supporting RMs in client meetings, presentations and after-sales activities relating to asset ownership and asset transfer
• Follow legal, political, tax and economic developments in specific countries and apply this knowledge to client situations
• Manage and develop client relationships, and providing ongoing education and training to and for RMs
• Participate in marketing events, road shows etc.
• Act as feedback facilitator for RMs in relation to Product Development as it relates to IPS solutions
• Work with desk heads and RMs to support them in developing their business
Requirements:
Our ideal candidates should have the following requisites:
• At least 10 years experience in Wealth Planning
• Familiarity with legal and tax system of one or more jurisdictions and experience in providing legal, tax and structuring solutions for private individuals
• Know-how and experience in sales marketing
• Strong presentation and public speaking skills, overall an excellent communicator
• Successful track record in a highly demanding and dynamic environment, while consistently a good team player
• Fluency in English required; an Asian language would be a definite plus