Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 22 days ago

Wealth Planner

MyCareersFuture94,028 open roles

Pay
SGD 8,000 – SGD 13,000 a month
Where
Central, Singapore
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowWealth PlannerMyCareersFuture · Central, Singapore

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on MyCareersFuture's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

15.1% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.4%1 day
  2. 6.5%3 days
  3. 15.1%7 days
This job: posted 22 days ago

The posting

Job Summary: Reporting to Head of Fiduciary Services, the incumbent will support the Group in developing new business and delivering excellence in wealth planning and fiduciary services.

Job Responsibilities:

Internal:

  • Develop aninternal network by partnering up with our internal stakeholders for a moreholistic solution approach in estate & legacy planning
  • Meet prospects /clients / colleagues to introduce wealth planning solutions for potential crossselling opportunity
  • Resolve complex enquiries on fiduciary / insurance related matters to ensure clients satisfaction
  • Organize workshop/ seminar / training to internal stakeholders advising of any latest landscape change / tax implication / regulation alternation etc. for educational purpose
  • Produce and update material from time to time serving as the centralized source of knowledge base in estate & legacy planning

External:

  • Explore business potential of our Fiduciary Services & other offerings in the Group by reaching out 3rd parties for business collaboration externally
  • Deploy wealth planning tools to generate new business in fiduciary structure / corporate services in compliance with applicable laws / regulations / internal guidelines
  • Promote wealth planning branding of the Group in all areas ensuring Connect

Financial:

  • Assist in achieving the revenue target on fiduciary services / corporate services set out from time to time
  • Explore cross selling opportunity in other offerings in the Group to supplement the achievement of revenue target
  • Formulate sales strategy to optimize the sales capacity and efficiency
  • Expand various distribution channels primarily in Singapore and also regionally to broaden its exposure in order to achieve the sales target
  • Enhance product range to cater for ever-changing complex wealth planning needs
  • Help and review existing clients on on-going basis for relationship maintenance and possible upselling opportunity

Requirements:

  • Bachelor’s degree or above in Business, Finance, Law, or a related discipline. Relevant professional qualifications in trust, estate planning, or wealth management (e.g. STEP, CTP, CFP) are an advantage.
  • Minimum of 8 - 10 years’ experience in wealth planning, fiduciary services, trust or corporate services, with a proven track record in business development and revenue generation.
  • Strong understanding of estate & legacy planning, fiduciary structures, and the Singapore regulatory environment (MAS) governing trust and corporate services; regional regulatory knowledge is an advantage.
  • Established network of intermediaries, referral partners and/or high-net-worth clients across Singapore and the region.
  • Strong business development, relationship management, and negotiation skills.
  • Excellent interpersonal and communication skills, with fluency in written and spoken English.
  • Proficiency in Mandarin is a distinct advantage given the Group’s cross-border and EAM client base.
From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against MyCareersFuture's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on MyCareersFuture's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    MyCareersFuture's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.