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VP, Wealth Planner (Private Banking)

Singapore Permanent View Job Description
This is a newly created role and the successful candidate is responsible for leading the wealth structuring, estate planning, and trust advisory services. This role focuses on delivering bespoke solutions for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, ensuring their wealth preservation, succession planning, and asset protection needs are met in a compliant and strategic manner.
  • New Headcount
  • Dynamic Team

About Our Client

Our client is a Singapore headquartered external asset management firm with over US$3 billion in AUM. They are one of the leading and award-winning investment firms in the region, focusing on managing funds with uncorrelated investment strategies, providing investors with the opportunity to achieve consistent returns across market cycles.

Job Description

Reporting to the Business Leader, the VP, Wealth Planner will be involved in the following :-

  • Develop and implement tailored wealth planning strategies, including estate planning, tax optimization, philanthropy, and intergenerational wealth transfer.
  • Partner with relationship managers to engage clients in in-depth discussions about wealth planning, ensuring a client-centric approach to structuring their assets.
  • Ensure adherence to all relevant regulatory frameworks, trust laws, and fiduciary standards across multiple jurisdictions.
  • Keep abreast of developments in wealth planning, estate laws, tax regulations, and fiduciary best practices to provide up-to-date advisory services.

The Successful Applicant

To qualify, the potential VP, Wealth Planner should meet the following criteria :-

  • At least 10 years of experience in wealth planning, trust advisory, or private banking, with a strong understanding of trust and estate planning structures.
  • Expertise in multi-jurisdictional tax and regulatory matters affecting HNW and UHNW clients.
  • Ability to navigate complex legal and financial frameworks while maintaining a client-focused approach.
  • Proven leadership skills with experience in team management and business development.

What's on Offer

Our client is providing a unique opportunity in Singapore to help grow their footprint in the region. As this is a senior role, remuneration and bonuses will be in line with market.

Contact
Devan Nanthacumar (Lic No:R1871442 / EA no:18S9099)
Quote job ref
JN-052025-6736808
Phone number
+65 6416 9879

Job summary

Function
Banking & Financial Services
Specialisation
Private Banker / RM / Wealth Manager
What is your area of specialisation?
Financial Services
Location
Singapore
Contract Type
Permanent
Consultant name
Devan Nanthacumar (Lic No:R1871442 / EA no:18S9099)
Consultant contact
+65 6416 9879
Job Reference
JN-052025-6736808

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.