About this role
Provide guidance on complex trust structures and portfolio restructures while managing client onboarding and compliance procedures. Participate in wealth planning reviews, strategic succession planning, and the implementation of regulatory changes for affluent clients.
Requires a qualified lawyer with 2 to 5 years of experience in private client matters and a strong network within the fiduciary and financial services industry. Must possess strong advisory, communication, and project management skills with fluency in English.
What they're looking for
Trust StructuresPortfolio RestructuringComplianceWealth PlanningFiduciary StructuresSuccession PlanningFamily GovernanceProject Management
Frequently asked questions
What does a Wealth Planner at Sequent do?
Provide guidance on complex trust structures and portfolio restructures while managing client onboarding and compliance procedures. Participate in wealth planning reviews, strategic succession planning, and the implementation of regulatory changes for affluent clients. Requires a qualified lawyer wi…
What skills does this Wealth Planner role need?
Key skills for this role include Trust Structures, Portfolio Restructuring, Compliance, Wealth Planning, Fiduciary Structures, Succession Planning.
How much does a Wealth Planner at Sequent pay?
The employer did not list a salary for this role. Most similar Singapore roles publish their band on the job page.
Is this Wealth Planner role remote, hybrid, or on-site?
This role is hybrid, based in Singapore.
How do I apply for this Wealth Planner role?
You can apply directly on Sequent's careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.