VP/ Director, Wealth Planning, Private Bank

    Permanent Emily Tan Email Job
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    Details

    • License No 16S8060
    • Job Ref No ET 15117

    Description

    – Regional Wealth Planning Coverage
    – Advisory Focus
    – Breadth of Products

    A well established international private bank continues to build their presence in Asia and has an exciting plan to grow Singapore AUM. There is now a senior headcount for a dynamic individual in Wealth Planning.

    This is a senior individual contributor role where you work alongside senior bankers and market heads to provide advisory to private clients to recommend appropriate wealth planning solutions to meet client needs. You help to identify new products/services and engage in continuous review of client wealth planning structures. This is a highly visible role where you will work alongside the C-suites and present initiatives and ideas to senior stakeholders in the bank.

    You are degree qualified with relevant Wealth Planning and Trust Administration experience within Wealth/ Private banking. Knowledge of insurance solutions like ULI, VUL and PPLI will be a plus. You are passionate about building the wealth business and enjoy new challenges. An outstanding communicator with excellent interpersonal skills, you work effectively across functions and various levels of seniority. Ability to mulit-task in a challenging and time sensitive environment.

    To apply this exciting opportunity, please submit your resume to Emily Tan at et@kerryconsulting.com, quoting the job title and ref no. ET 15117. We regret that only shortlisted candidates will be notified.