About this role
Our Client Our Client is a premier global insurance broker specializing in bespoke wealth transfer and liquidity solutions for high-net-worth individuals. With over 50 years of experience, the firm provides expert advisory services across Asia, Europe, and the US, helping clients secure legacies through customized planning. Job Description Develop an internal network by partnering with stakeholders to deliver a more holistic solution in estate and legacy planning Meet prospects, clients, and colleagues to introduce wealth planning solutions and identify cross-selling opportunities Resolve complex enquiries related to fiduciary and insurance matters to ensure client satisfaction Organize workshops, seminars, and training sessions for internal stakeholders on regulatory changes, tax implications, and market developments Produce and update materials regularly, serving as a centralized knowledge resource on estate and legacy planning from a Singapore perspective Explore business opportunities for Fiduciary Services and other group offerings through collaboration with third parties Deploy wealth planning tools to generate new business in fiduciary structures and corporate services, ensuring compliance with applicable laws and internal guidelines Promote the Group’s wealth planning brand and strengthen market presence Support the achievement of revenue targets for fiduciary and corporate services Identify cross-selling opportunities across the Group’s offerings Develop sales strategies to improve capacity and efficiency Expand distribution channels in Singapore and regionally to drive growth Enhance product offerings to meet evolving wealth planning needs Maintain relationships with existing clients and identify upselling opportunities Requirements Bachelor’s degree or above in Finance or a related discipline Minimum 10–15 years of experience in estate, legacy, or wealth planning, preferably within banking or insurance Proven ability to deliver holistic wealth planning solutions Proactive, self-motivated, and disciplined, with strong integrity and commitment to client service Strong relationship management, communication, and presentation skills Ability to multitask and perform under tight deadlines
Frequently asked questions
What does a Wealth Planning Director at Undisclosed Client (via Kairos Global Search) do?
Our Client Our Client is a premier global insurance broker specializing in bespoke wealth transfer and liquidity solutions for high-net-worth individuals. With over 50 years of experience, the firm provides expert advisory services across Asia, Europe, and the US, helping clients secure legacies thr…
How much does a Wealth Planning Director at Undisclosed Client (via Kairos Global Search) 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 Planning Director role remote, hybrid, or on-site?
The listing is based in Singapore. Check the posting for remote or hybrid options.
How do I apply for this Wealth Planning Director role?
You can apply directly on Undisclosed Client (via Kairos Global Search)'s careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.