Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? Join our International Private Bank, Wealth Advisory team in Singapore as a Vice President where you work in close partnership with our International Trust Services (ITS) to support client’s needs for trust and fiduciary services. We seek a high caliber candidate to join our team. Main coverage markets include Singapore, Malaysia, Thailand and Indonesia.

As part of our team of specialists, the Wealth Advisor, through a comprehensive understanding of our clients’ wealth and objectives, helps ensure that their transition, estate, income, tax, philanthropic, and other planning needs on a holistic basis are identified and addressed appropriately.

Within Asia, the Wealth Advisory team is a key member of the integrated team together with Bankers, Investors and Lending Advisors to understand a client or prospect’s wealth planning concerns and needs and share their experience and insights on these issues. 

Wealth Advisors do not provide tax or legal advice, and they do not charge advisory fees. Wealth Advisors interface and partner with the client's own independent tax or legal advisors, trustees and relevant service providers to liaise, coordinate and organize documentation in preparation of client meetings and identified needs.

Job Responsibilities: 

Serves as an advisor to clients on personal planning matters with respect to a client’s global wealth, assets and activitiesAssist and support Ultra High Net Worth families and clients in navigating their goals and wealth advisory needs including, but not limited to, intergenerational succession planning, structuring and estate planning, relocation and mobility, asset protection, family governance and philanthropic needsIdentify and articulate client needs and meet those needs through a range of tools including the use of trusts, foundations, companies, private funds, partnerships, contracts, liquidity solutions.Facilitate the design and implementation of solutions with internal partners as well as external parties such as law firms, independent service providers and brokersProvide internal training, coaching and guidance to junior staff and sharing of trends and best practices with client advisors     Travel with Bankers to see clients and prospectsSupports coordination of sales efforts among Bankers, Investors, Lending Advisors and Trust and Estate Officers

 

Required Qualifications, Skills and Capabilities: 

Bachelor’s degree in law, tax or accounting or other related discipline with minimum 10 years of working experience in taxation, estate planning, trusts and transactional mattersCross-border planning experience, particularly experience with offshore structures commonly used as planning tools with keen interest to follow trends and developments in this area internationallyExpertise in local laws and regulations on topic such as taxation, trusts, foreign investments, and succession and inheritanceRequired to have a general working knowledge of trust and company administration matters and proceduresStrong knowledge of individual, fiduciary, corporate and partnership income tax laws, with ability to apply that knowledge to client-specific planning situations.Ability to evaluate wealth transfer goals of clients and prospects, identify which of the available techniques are appropriate, explain opportunities to clients and prospects and work with clients and prospects, and their other advisors, to determine best ways to implementHas a strong risks & control mindsetAbility to partner with clients’ other advisors (primarily, their attorneys and accountants)Ability to work in a team-based environmentExcellent interpersonal skills and client relationship-building / and marketing skills are required for success in this role

 

Preferred Qualifications, Skills &Capabilities: 

Appropriate local regulatory qualification and licenses preferredStrong knowledge of local regulatory policies and guidelinesDemonstrated understanding of other wealth management disciplines, including investing and credit