Job description
Our Client, a premier global insurance broker, is seeking a Wealth Planning Director to join their team in Singapore. The ideal candidate will specialize in bespoke wealth transfer and liquidity solutions for high-net-worth individuals.
Responsibility
- Develop and implement comprehensive wealth planning strategies for clients
- Provide tailored advice on wealth transfer and liquidity solutions
- Manage client relationships and provide ongoing support
- Stay updated on industry trends and regulations
- Collaborate with internal teams to optimize client outcomes
Qualification
- Bachelor's degree in Finance, Economics, or related field
- Minimum of 5 years experience in wealth planning or financial advisory
- Certification in Financial Planning or related field is a plus
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities