Wealth Planner

Job Summary: Reporting to Head of Fiduciary Services, the incumbent will support the Group in developing new business and delivering excellence in wealth planning and fiduciary services. Job Responsibilities: Internal: • Develop aninternal network by partnering up with our internal stakeholders for a moreholistic solution approach in estate & legacy planning • Meet prospects /clients / colleagues to introduce wealth planning solutions for potential crossselling opportunity • Resolve complex enquiries on fiduciary / insurance related matters to ensure clients satisfaction • Organize workshop/ seminar / training to internal stakeholders advising of any latest landscape change / tax implication / regulation alternation etc. for educational purpose • Produce and update material from time to time serving as the centralized source of knowledge base in estate & legacy planning External: • Explore business potential of our Fiduciary Services & other offerings in the Group by reaching out 3rd parties for business collaboration externally • Deploy wealth planning tools to generate new business in fiduciary structure / corporate services in compliance with applicable laws / regulations / internal guidelines • Promote wealth planning branding of the Group in all areas ensuring Connect Financial: • Assist in achieving the revenue target on fiduciary services / corporate services set out from time to time • Explore cross selling opportunity in other offerings in the Group to supplement the achievement of revenue target • Formulate sales strategy to optimize the sales capacity and efficiency • Expand various distribution channels primarily in Singapore and also regionally to broaden its exposure in order to achieve the sales target • Enhance product range to cater for ever-changing complex wealth planning needs • Help and review existing clients on on-going basis for relationship maintenance and possible upselling opportunity Requirements: • Bachelor’s degree or above in Business, Finance, Law, or a related discipline. Relevant professional qualifications in trust, estate planning, or wealth management (e.g. STEP, CTP, CFP) are an advantage. • Minimum of 8 - 10 years’ experience in wealth planning, fiduciary services, trust or corporate services, with a proven track record in business development and revenue generation. • Strong understanding of estate & legacy planning, fiduciary structures, and the Singapore regulatory environment (MAS) governing trust and corporate services; regional regulatory knowledge is an advantage. • Established network of intermediaries, referral partners and/or high-net-worth clients across Singapore and the region. • Strong business development, relationship management, and negotiation skills. • Excellent interpersonal and communication skills, with fluency in written and spoken English. • Proficiency in Mandarin is a distinct advantage given the Group’s cross-border and EAM client base.