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VP, Wealth Planning (NRI Desk)

International Permanent View Job Description
Our client is seeking an experienced Wealth Planning professional to deliver bespoke structuring and advisory solutions to ultra-high-net-worth (UHNW) and high-net-worth (HNW) clients. The ideal candidate will possess deep knowledge of international wealth planning frameworks, cross-border regulations, and family office advisory, with a strong focus on serving NRI clients.
  • New Headcount
  • Dynamic Team

About Our Client

Our client is a Singapore-headquartered external asset management (EAM) firm with over US$3 billion in assets under management. Recognized as one of the region's leading and award-winning investment firms, the company specializes in managing funds with uncorrelated investment strategies, offering clients the potential for consistent and resilient returns across market cycles. Their client-centric model, institutional-grade governance, and commitment to performance have positioned them as a trusted partner for high-net-worth individuals, family offices, and institutional investors across Asia and beyond.

Job Description

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

  • Design and implement compliant, tax-efficient structures for clients' domestic and offshore assets. Advise on cross-border estate and succession planning, particularly for clients with overseas domiciled beneficiaries.
  • Assist clients in setting up family offices and investment platforms across jurisdictions including drafting Investment Policy Statements and provide ongoing strategic support for governance, compliance, and tax optimization.
  • Advise NRIs on the effective management of offshore wealth in alignment with regulations and providing insights into offshore insurance structures, alternative residencies/citizenships, and philanthropic strategies.
  • Provide guidance on evolving regulatory frameworks related to cross-border investments and tax laws and ensure client structures and advisory solutions remain compliant while aligning with long-term wealth preservation and succession planning objectives.

The Successful Applicant

To qualify, the potential VP, Wealth Planning 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 with NRI clients.
  • 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 offers a strategic leadership opportunity based in Singapore, playing a key role in expanding their footprint across the region. This senior position comes with a highly competitive compensation package, including performance-based bonuses, aligned with market standards and commensurate with experience.

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
International
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.