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Open nowFirst seen 3 days ago

Fiduciary & Wealth Structuring Specialist

Perennial77 open roles

Where
Singapore
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Your applicationOpen nowFiduciary & Wealth Structuring SpecialistPerennial · Singapore

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Share of postings closed within
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  2. 4.5%3 days
  3. 12.1%7 days
  4. 19.1%14 days
  5. 35.6%30 days
  6. 52.7%60 days
This job: first seen 3 days ago

The posting

Our client is an established trust and fiduciary services company in Asia and is expanding its presence in Singapore. They are seeking a Wealth Planning & Fiduciary Specialist to provide estate and legacy planning solutions to HNW/UHNW clients while supporting the growth of the firm’s fiduciary and corporate services business.

Job Description

  • Partner with internal stakeholders to identify client needs and deliver holistic estate, succession and legacy planning solutions, including fiduciary, corporate and insurance-related solutions.
  • Engage with prospects and existing HNW/UHNW clients to understand their wealth-planning objectives, recommend appropriate structures and identify cross-selling opportunities.
  • Develop relationships with private banks, family offices, professional advisers and other external partners to broaden distribution channels and generate new business opportunities.
  • Provide technical guidance on fiduciary and wealth-planning matters, including relevant regulatory, tax and market developments, and conduct internal workshops and training where required.
  • Support business growth by developing sales strategies, enhancing wealth-planning solutions and maintaining existing client relationships to achieve revenue targets across fiduciary and corporate services.

Job Requirements

  • Minimum 4–5 years of relevant experience in wealth planning, wealth structuring, trust and fiduciary services, private banking or a related HNW/UHNW advisory environment.
  • Good knowledge of trusts, estate and succession planning, fiduciary structures and corporate services; exposure to insurance-based wealth-planning solutions would be advantageous.
  • Strong client-facing and advisory skills, with the ability to understand complex HNW/UHNW needs and translate them into practical wealth-planning solutions.
  • Commercially minded with experience in business development, relationship management, cross-selling and/or working with external distribution partners.
  • Strong communication and stakeholder-management skills, with the ability to work effectively with private bankers, family offices, lawyers, tax advisers and other professional intermediaries.

This is an excellent opportunity to join a reputable Trust company and play a key role in driving strategic growth across the region.

EA No 23S1936

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