About this role
Advise clients on holistic wealth planning, family office solutions, and inter-generational transfer to support business development. Develop and enhance wealth planning offerings while building partnerships with internal bankers and external professional advisors.
Requires a minimum of 10 years of relevant experience in wealth planning and family office structures with a strong understanding of legal and tax environments. A tertiary degree in law, tax, or accounting is required, and STEP qualification is preferred.
What they're looking for
Wealth PlanningFamily Office SolutionsEstate PlanningSuccession PlanningPhilanthropyGovernance PlanningLiquidity PlanningTrust Planning
Frequently asked questions
What does a Family Office and Wealth Planning Specialist (Vice President/Executive Director) at OCBC do?
Advise clients on holistic wealth planning, family office solutions, and inter-generational transfer to support business development. Develop and enhance wealth planning offerings while building partnerships with internal bankers and external professional advisors. Requires a minimum of 10 years of …
What skills does this Family Office and Wealth Planning Specialist (Vice President/Executive Director) role need?
Key skills for this role include Wealth Planning, Family Office Solutions, Estate Planning, Succession Planning, Philanthropy, Governance Planning.
How much does a Family Office and Wealth Planning Specialist (Vice President/Executive Director) at OCBC pay?
The employer did not list a salary for this role. Most similar Singapore roles publish their band on the job page.
Is this Family Office and Wealth Planning Specialist (Vice President/Executive Director) role remote, hybrid, or on-site?
This role is on-site, based in Singapore.
How do I apply for this Family Office and Wealth Planning Specialist (Vice President/Executive Director) role?
You can apply directly on OCBC's careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.