Job Description

about the company.

Our client is a well-established global financial institution with a strong presence across Asia-Pacific. They are recognized for their robust wealth management solutions and ongoing commitment to client-centric services.

about the job.

Partner with key internal and external stakeholders to deliver integrated wealth planning solutions and drive portfolio growth.

Collaborate with internal business partners to provide integrated estate and succession planning solutions.
Engage directly with high-net-worth clients to address complex fiduciary, tax, and governance requirements.
Conduct internal knowledge-sharing workshops to keep cross-functional teams informed on regulatory changes.
Identify regional business opportunities and external partnerships to expand service coverage across key markets.
Maintain active oversight of existing client accounts to ensure long-term trust structures remain compliant.

skills and experience required.

Proven track record in wealth planning, estate management, or corporate services within financial services.
Deep expertise in regional estate planning frameworks, trust structures, and relevant legal regulations.
Strong commercial acumen with a track record of driving strategic initiatives and stakeholder engagement.
Exceptional communication and presentation skills, with the ability to articulate complex structures clearly.
Professional credentials such as STEP or relevant legal and financial qualifications are highly advantageous.

Please click on the apply button to apply online. For more information, please reach out to Tori Quak. (EA: 94C3609 / R26163708)