Wealth Planning, Director (Estate and Legacy Planning)
KAIROS GLOBAL SEARCH PTE. LTD.
Singapore, SG
**
Estate and legacy planning expertise
Fiduciary and insurance matters resolution
Business development and sales strategies
**
KAIROS GLOBAL SEARCH PTE. LTD. is seeking a Wealth Planning Director specializing in estate and legacy planning to join their established firm in Singapore. The role emphasizes client advisory, business development, and collaboration to deliver comprehensive wealth planning strategies.
**
Job Summary
The role focuses on driving fiduciary and estate planning solutions while expanding distribution channels for the Group's wealth platform.
Candidates will be responsible for developing internal networks, resolving complex enquiries, and producing centralized knowledge resources on Singapore estate planning.
The position requires deploying wealth planning tools to generate new business in fiduciary structures while ensuring compliance with applicable laws.
Matching Summary
Match Score: 75
**
KAIROS GLOBAL SEARCH PTE. LTD. is seeking a Wealth Planning Director specializing in estate and legacy planning to join their established firm in Singapore. The role emphasizes client advisory, business development, and collaboration to deliver comprehensive wealth planning strategies.
**
Skills & Requirements
Must-have
Estate and legacy planning expertise
Fiduciary and insurance matters resolution
Business development and sales strategies
Cross-functional collaboration skills
Regulatory and tax knowledge
Nice-to-have
Holistic wealth planning solutions delivery
Strong relationship management abilities
Proactive self-motivated discipline
Workshop and seminar organization experience
Market presence promotion capabilities
Key Requirements
Bachelor's degree in Finance or related discipline
10-15 years of experience in estate or wealth planning
Experience within banking or insurance sectors preferred