Editorial summary

The company, an asset and wealth management firm based in Singapore, is seeking a Wealth Planning Manager to support high-net-worth clients with bespoke wealth solutions, including trusts, estate planning, insurance, and cross-border wealth preservation. The role involves collaborating with relationship managers, investment specialists, and external service providers to tailor financial strategies to client needs. Candidates should possess strong knowledge of trust and insurance solutions and excellent client advisory skills. The position offers a monthly salary of SGD 15,000.

This summary is AI-generated and may contain inaccuracies. Please refer to the full job description below.

Job description

[This job id 22790 first appeared in Job-Q.com on 31 Jul 2026]

Our client is an asset management firm that they alsoprovide wealth advisory solutions to their HNWI clients.  As the business continues to grow, they arelooking for a Wealth Planning Manager to join the team.  The position is based in Singapore.

Key responsibilities:

·      Work with relationship managers, investment specialistsand external service providers to provide wealth solutions such as Trusts and Fiduciary,Estate Planning, Insurance protection, cross-border wealth preservation etc toclients

·      Understand clients’ needs to provide bespoketrust and insurance solutions to them

·      Provide high quality advice to clients and ensuresmooth delivery

·      Keep track of the market trends and productupdates in the industry

·      Liaise with external service providers such astrust firms, corporate services, legal, tax consultants etc to structure wealthsolutions to clients

·      Ensure the process are aligned with regulatoryrequirements, company policies etc

Key requirements

·      Bachelor’s degree in finance,  business management, accounting or other disciplines

·      At least 5 years of wealth planning, trust andfiduciary, tax advisory, family office advisory experience

·      Good technical knowledge in private trust andfiduciary, insurance planning

·      Good communication and client servicing skills

·      Motivated, meticulous, ability to collaboratewith different parties

Interested parties please send your resume to Loretta Chan

Regrettably only shortlisted candidates will be contacted

EALicense Number: 20C0180| Registration no: R1876188 |

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