Family Office and Wealth Advisory Specialist (VP/Executive Director)

About the role

Bank of Singapore is looking for a Family Office and Wealth Advisory Specialist (Vice President/Executive Director) to advise clients on holistic wealth planning and family office solutions covering estate, succession and inter-generational transfer, preservation, legacy, philanthropy, governance and liquidity planning. The role also contributes to business development by engaging clients and stakeholders internally and externally, and helps shape the wealth planning and family office offering.

Key responsibilities

• Provide wealth planning advisory services to Bank of Singapore clients, such as trust planning, family office solutions, philanthropic plans and liquidity plans, without advising or arranging investment and insurance products
• Build strong partnerships with bankers and other specialists and develop client relationships
• Build a pipeline of opportunities and present wealth planning and family office solutions to bankers internally
• Lead meetings and discussions with clients, bankers and professional advisors to address their needs
• Travel regularly with bankers while complying with applicable laws and regulations
• Contribute to the bank's AUM, NNM, revenue and structure targets
• Develop and enhance wealth planning and family office offerings for focused client segments
• Run regular training and updates on wealth planning topics for bankers and other stakeholders
• Build a network of legal, tax and other external advisors to serve client needs

Required profile

• Minimum of 10 years of relevant working experience
• Tertiary education; a legal, tax or accounting degree preferred
• STEP qualification preferred, or pursuing STEP accreditation as a wealth planner
• Ability to work independently and with a diverse, multicultural client base

Required skills

• Strong understanding of wealth planning, family office, trust, philanthropy and insurance solutions
• Track record of structuring, writing and presenting to clients in relevant markets
• Knowledge of the legal, tax and regulatory environment in key markets and its effect on structuring
• Good interpersonal, communication and client-interfacing skills