Wealth Planner - Singapore - EFG International

+Job summary · Wealth Planner is responsible to identify and develop wealth planning strategies. · ++Meet with clients and EFG Client Relationship Officers (CROs) to understand and identify opportunities regarding client wealth planning needs and objectives. · As subject matter e ...

Description · Our Company · EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an emplo ...

The Wealth Planner is responsible for structured account conversations. · Analyzing client circumstances. · Recommending appropriate structure to clients. · ...

The Wealth Planner is responsible for structured account conversations, account administration and risk management. · Responsibilities: · Sales Functions · Responsible for analyzing client circumstances, objectives, limitations/nuances with the end view of · Recommending the appr ...

Wealth Planner is responsible to identify and develop wealth planning strategies. · ...

A leading private bank is looking to hire a wealth planner to join their team in Singapore. · The candidate will serve as technical expert and resource on wealth planning matters, both for prospects and HNW clients. He or she will work closely with the Relationship Managers to a ...

This full-time role is designed for individuals who are eager to learn, grow, and build a strong foundation in financial advisory. · Support the delivery of holistic financial planning solutions covering protection, wealth accumulation, and legacy planning. · ...

We are seeking an Investment Management Associate to join our team in the City Centre region. · Provide investment advisory services to high-net-worth clients. · ...

You will help individuals plan their finances in a Shariah-compliant way while addressing real-life needs such as structuring halal protection and investment solutions. · ...

Be responsible for the development of new business and client acquisition such as Global Private Banks, Securities Firms and Asset Management by building and fostering relationships with respective private bankers and wealth planners. · Work closely with the private bankers to un ...

We are currently partnering with a well-established private wealth platform in Singapore to appoint a senior Wealth Planning & Fiduciary Advisory leader. · You would work alongside Private Wealth RMs on sophisticated UHNW cases, advising on Singapore and offshore trust structures ...

This is a full-time hybrid role as a Wealth Management Advisor at Avallis Financial based in Singapore with flexibility for some remote work The Wealth Management Advisor will be responsible for understanding clients financial goals creating personalized financial and retirement ...

This is a Management Trainee Programme designed to give you real exposure to leadership thinking, wealth management practices, and holistic family wealth planning. · ...

We exist to give clients access to the same clarity, structure, and investment opportunities that drive institutional and private equity portfolios. · This is not a sales agency — this is where real wealth management meets real investment practice. · ...

This role involves supporting Trust Managers in administering and managing private trust structures. Key responsibilities include analysing trust documents, making recommendations on discretionary powers, working with legal teams, and addressing beneficiary queries. · ...

Support the Trust Managers who are administering and managing a portfolio of standard and bespoke private trust structures. · ...

About Lighthouse Canton · Founded in 2014, Lighthouse Canton is a Singapore-headquartered global investment management firm with approximately US$ 5+ billion in Assets Under Management (AUM). Lighthouse Canton is one of the leading and award-winning investment firms in the region ...

The Wealth Planning & Trust Services Director/Executive Director 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 ensurin ...

Job Title · Financial Planner (Indonesia & China Markets) · Job Summary · The Financial Planner (Indonesia & China Markets) is responsible for developing and managing client relationships within the Indonesian and Chinese markets. The role focuses on delivering cross-border finan ...

This is a full-time hybrid role as a Financial Consultant located in Singapore, with some flexibility for remote work. This position involves working with clients to analyze their financial situations and provide recommendations on investments, retirement planning and other finan ...