VP - Wealth Planning

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...