Banking & Financial Services

VP, Wealth Planner

Date Added: 14/11/2017
Consultant: Alisa Abd Kadir
• VP level
• Private Banking
• Regional

We are currently hiring for a large Financial Services Group in Singapore. The Group Private Banking arm is looking to fill up a VP, Wealth Planner position to provide wealth structuring capabilities for internal and external ensuring their Private Banking operates within a tax compliant environment.

Reporting to the Head of Wealth Planner your main core duties will consist of three components: Provide Wealth Planning guidance/advisory to clients, Conduct training on Estate Planning to the bankers and perform accurate research on tax and wealth structuring issues.

As an ideal Wealth Planner, we are looking for someone who loves to travel and comes with five years’ experience in a tax and legal department or a law firm involved in Wealth Management, Private Banking, Trust, Tax or Wealth Planning space. You will cover SEA and North Asia markets, fluency in Mandarin and ability to read and write in Chinese would be an advantage.

For a confidential chat please email your resume to Alisa@kerryconsulting.com or contact Alisa at +65 6697 6637


Type of Work: Permanent

Region: Singapore

Licence No: 16S8060

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