Insurance Company - VP Wealth Planning - Singapore Responsibilities Lead HNW insurance and wealth advisory strategy by delivering tailored solutions aligned to client risk profiles, while driving business growth, partnerships, and market development initiatives. Build and deepen HNW&UHNW client relationships through trusted advisory, end-to-end case management, and collaboration with internal teams and external partners to deliver holistic planning solutions. Champion capability and operational excellence by facilitating training, client engagement initiatives, and maintaining strong governance through pipeline oversight, reporting, and regulatory compliance.
Qualifications Degree in Banking or Finance with RNF License, CMFAS Modules 5, 9, and 9A are an advantage. 10+ years in wealth planning, trust advisory, private banking, or fiduciary services, with proven exposure to multi-jurisdictional tax and legacy planning. Demonstrated ability to advise sophisticated clients, influence se...