Job Description

Job Summary:
Reporting to Head of Fiduciary Services, the incumbent will support the Group in developing new business and delivering excellence in wealth planning and fiduciary services.

Job Responsibilities:

Internal:

Develop aninternal network by partnering up with our internal stakeholders for a moreholistic solution approach in estate & legacy planning
Meet prospects /clients / colleagues to introduce wealth planning solutions for potential crossselling opportunity
Resolve complex enquiries on fiduciary / insurance related matters to ensure clients satisfaction
Organize workshop/ seminar / training to internal stakeholders advising of any latest landscape change / tax implication / regulation alternation etc. for educational purpose
Produce and update material from time to time serving as the centralized source of knowledge base in estate & legacy planning

External:

Explore business potential of our Fiduciary Services & other offerings in the Group by reaching out 3rd parties for business collaboration externally
Deploy wealth planning tools to generate new business in fiduciary structure / corporate services in compliance with applicable laws / regulations / internal guidelines
Promote wealth planning branding of the Group in all areas ensuring Connect

Financial:

Assist in achieving the revenue target on fiduciary services / corporate services set out from time to time
Explore cross selling opportunity in other offerings in the Group to supplement the achievement of revenue target
Formulate sales strategy to optimize the sales capacity and efficiency
Expand various distribution channels primarily in Singapore and also regionally to broaden its exposure in order to achieve the sales target
Enhance product range to cater for ever-changing complex wealth planning needs
Help and review existing clients on on-going basis for relationship maintenance and possible upselling opportunity

Requirements:

Bachelor's degree or above in Business, Finance, Law, or a related discipline. Relevant professional qualifications in trust, estate planning, or wealth management (e.g. STEP, CTP, CFP) are an advantage.
Minimum of 8 - 10 years experience in wealth planning, fiduciary services, trust or corporate services, with a proven track record in business development and revenue generation.
Strong understanding of estate & legacy planning, fiduciary structures, and the Singapore regulatory environment (MAS) governing trust and corporate services regional regulatory knowledge is an advantage.
Established network of intermediaries, referral partners and/or high-net-worth clients across Singapore and the region.
Strong business development, relationship management, and negotiation skills.
Excellent interpersonal and communication skills, with fluency in written and spoken English.
Proficiency in Mandarin is a distinct advantage given the Group's cross-border and EAM client base.