Wealth Planning Director

Our Client

Our Client is a premier global insurance broker specializing in bespoke wealth transfer and liquidity solutions for high-net-worth individuals. With over 50 years of experience, the firm provides expert advisory services across Asia, Europe, and the US, helping clients secure legacies through customized planning.

Job Description

• Develop an internal network by partnering with stakeholders to deliver a more holistic solution in estate and legacy planning
• Meet prospects, clients, and colleagues to introduce wealth planning solutions and identify cross-selling opportunities
• Resolve complex enquiries related to fiduciary and insurance matters to ensure client satisfaction
• Organize workshops, seminars, and training sessions for internal stakeholders on regulatory changes, tax implications, and market developments
• Produce and update materials regularly, serving as a centralized knowledge resource on estate and legacy planning from a Singapore perspective
• Explore business opportunities for Fiduciary Services and other group offerings through collaboration with third parties
• Deploy wealth planning tools to generate new business in fiduciary structures and corporate services, ensuring compliance with applicable laws and internal guidelines
• Promote the Group’s wealth planning brand and strengthen market presence
• Support the achievement of revenue targets for fiduciary and corporate services
• Identify cross-selling opportunities across the Group’s offerings
• Develop sales strategies to improve capacity and efficiency
• Expand distribution channels in Singapore and regionally to drive growth
• Enhance product offerings to meet evolving wealth planning needs
• Maintain relationships with existing clients and identify upselling opportunities

Requirements

• Bachelor’s degree or above in Finance or a related discipline
• Minimum 10–15 years of experience in estate, legacy, or wealth planning, preferably within banking or insurance
• Proven ability to deliver holistic wealth planning solutions
• Proactive, self-motivated, and disciplined, with strong integrity and commitment to client service
• Strong relationship management, communication, and presentation skills
• Ability to multitask and perform under tight deadlines