Private wealth and insurance support manager

placeSingapore River calendar_month27/4/25

about the company

Our client is a well established organisation in the private wealth industry with decades of experience in manaaging family office and ultra high networth individuals.

about the job

We are looking for a candidate who will be keen to embark on his or her career in the private wealth industry. This incumbent will be working with private bankers to review and analyse ultra high networth client's policies. You will lead discussions with clients on current regulatory environment and provide solutions around wealth and tax planning.

This role is critical in ensuring that the private bank's clients are kept well up to date on new products and how changes in tax regulations can affect their wealth preservation and planning.

skills and experience required

At least 3 to 5 years of experience in a private client or wealth function or working as an bancassurance specialist serving high networth clients.

To apply online please use the 'apply' function, alternatively you may contact Josh Goh at 93625173
(EA: 94C3609/ R1104689 )

skills

private wealth, case management, client services

qualifications

At least a degree in finance, accounting, law or economics

education

Bachelor Degree

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