Wealth Planner, Private Banking

  • Job category
    Banking and Finance, Insurance
  • Job level
    Middle Management
  • Contract type
    Full Time
  • Location
  • Salary
    S$13000 - S$25000

Job Description

Your Challenge

We are looking for a wealth-planning all-rounder to support our business acceleration in Asia.

As part of our fast-growing business team, you will be responsible to establish a compelling offering for wealth-planning and family office services meeting the needs of the most demanding wealthy families in the Asia region.

You will work closely with and be the first point of contact for our stakeholders, driving the build-out of our external specialist network supporting the provision and broadening of our product and services shelf in the areas of:

1. Estate-planning

2. Insurance Solutions,

3. Philanthropy and

4. Family office needs (Family Governance / Charters etc.)

As guiding principle, we prioritise finding the best solutions in the market. Building and maintaining the networks as well as cultivating relationships with your colleagues and clients will be instrumental to success. Your work directly impacts the ability to acquire new clients and deepen existing relationships, and it is measured as such.

This is an exciting and fast pace role with direct business impact and tremendous room for personal growth.

Your Profile

You are an initiating, team-oriented and resilient entrepreneurial personality with 10 plus years of successful professional experience in the wealth planning industry in Asia.

Equipped with an international mindset with the appreciation of working with different cultures, you bring in-depth expertise in at least two of the functional areas (of which one is Insurance solutions) and will take the initiative to learn and acquire expertise in a short time span for the areas that you are less familiar with.

As an outstanding organisational talent, you deliver results. Your strengths include absolute client orientation, a networked and interdisciplinary thinking as well as an independent and proactive way of working. You have a good understanding of Front-to-Back processes as your foundation to develop and implement guidelines and risk controls for your area of responsibility. Strong communication skills and sociability as well as a high level of commitment are further important requirements. Familiarity with North- and Southeast Asian clients and ecosystems, as well as good proficiency of English is a must. Good command in Chinese will be an additional advantage.

In addition, you need to possess the following minimum qualifications (unless exempted):

- Client Advisor Competency Standards (CACS) level 1 + 2

- Rules & Regulations for Dealing in Securities (CMFAS module 1B)

- Rules and Regulations for Financial Advisory Services (CMFAS module 5),

- Securities Products and Analysis (CMFAS module 6)

- Securities & Futures Product Knowledge (CMFAS module 6A)

- Collective Investment Schemes (CMFAS module 8)

The following is a plus:

- Life Insurance and Investment-Linked Policies (CMFAS module 9)

- Life Insurance and Investment-Linked Policies II (CMFAS module 9A)

- STEP association

Closing on 10 Mar 2021

orview more job listings from this company