Wealth Planner – Private Banking

About the role

This Wealth Planner provides comprehensive wealth planning and philanthropy advisory services to Private Banking clients, working closely with Relationship Managers to identify, originate and develop holistic solutions aligned with clients' wealth preservation, succession, governance, philanthropic and legacy objectives. The role covers the Philippines market and requires travel within the region.

Key responsibilities

• Support clients in the Philippines on trusts, succession planning, family governance, family offices, philanthropy, liquidity planning, wealth structuring and intergenerational wealth transfer.
• Partner with Relationship Managers to identify wealth planning opportunities and client needs.
• Train Relationship Managers on wealth planning and philanthropy topics.
• Facilitate introductions and referrals to approved external advisors, trustee providers and onshore BDO trustees in line with bank policies and regulations.
• Develop thought leadership and planning ideas, keeping up with regulatory, tax and market developments.
• Create client marketing pitch decks and internal training materials.
• Contribute to the Bank's AuM, NNM, revenue and wealth planning implementation targets.
• Organize and host client events, seminars, roundtables and thought leadership initiatives.

Required profile

• Bachelor's degree in law, tax, accounting, finance or a related discipline.
• At least 8 years of relevant experience in wealth planning, private banking, trust and fiduciary services, tax or legal advisory, insurance planning, family office advisory, philanthropy or related private wealth fields.
• STEP (Society of Trust and Estate Practitioners) TEP qualification preferred; CFP, CPA or equivalent is advantageous.
• Proficiency in Tagalog, Hokkien and/or Mandarin is advantageous.

Required skills

• Ability to engage high-net-worth and ultra-high-net-worth clients, their families and professional advisers.
• Ability to synthesize and coordinate advice across legal, tax, trust, insurance and investment disciplines.
• Strong commercial acumen and ability to turn planning discussions into implementable solutions.
• Ability to work in a regional, matrix-driven and collaborative environment.