Job Overview

Wealth Planner, Global Trust Firm (North Asia)

Location: Singapore Salary:
Type: Permanent Contact: Abigail Lee
Posted: 26 days ago

Our client is an established trust firm with a global presence which specializes in wealth planning and structuring advisory services for UHNW clients. Renowned for their prestigious brand name and cohesive team, they are seeking for a successful Wealth Planner covering the North Asia markets to join them.

Job Description

  • Providing holistic advisory for UHNW clients in the areas of wealth planning and structuring within the North Asia markets
  • Work with internal and external stakeholders on preparation of wealth plans via detailed modelling, industry research and data analytics.
  • Supporting families in intra-generational succession planning
  • Ensure all activities are in compliance with applicable regulations and policies
  • Continuously building strong network of external advisors


  • Bachelors’ Degree in a related field with a strong academic track record
  • Minimally 5 years' direct experience in wealth planning
  • Ability to converse in business Mandarin due to business requirements
  • An independent self-starter who can also work well in a team

Please reach out for a confidential discussions:

Connect with us on Linkedin at: #eamesprivatebanking

Job posted by Abigail Lee - Registration Number: R1546922