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Job Overview

Wealth Planner, Director (Private Banking)

Location: Salary:
Type: Permanent Contact: Chanel Wee
Posted: 17 days ago

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