Private Wealth Management Specialist

Maybank Private Singapore is seeking an experienced Wealth Planner to develop and deliver comprehensive wealth planning strategies for our UHNW clients. The role focuses on structuring tailored solutions across insurance, trusts, foundations, family offices, and corporate vehicles to meet clients' long-term wealth preservation and succession objectives. Responsibilities Partner with Relationship Managers to engage clients, identify wealth planning opportunities, and develop bespoke strategies as part of a comprehensive wealth plan. This includes: • Conducting thorough client assessments to understand their financial goals, risk tolerance, and current situation. • Developing tailored wealth plans that integrate insurance, trusts, foundations, family offices, and corporate vehicles to meet clients' objectives. • Collaborating with internal stakeholders, including Relationship Managers, Investment Managers, and other specialists to deliver a comprehensive wealth plan. • Providing ongoing support and guidance to clients throughout the planning process, ensuring their needs are met and goals are achieved. • Staying up-to-date with industry trends, regulatory changes, and market developments to ensure the delivery of best-in-class wealth planning solutions. • Building strong relationships with clients, internal stakeholders, and external partners to drive business growth and client satisfaction. • Meeting or exceeding performance targets, including revenue growth, client acquisition, and retention. • Participating in training and development programs to enhance knowledge and skills in wealth planning, financial services, and related areas. • Adhering to Maybank Private Singapore's policies, procedures, and regulatory requirements. • Maintaining confidentiality and handling sensitive information with discretion. • Working collaboratively as part of a high-performing team to achieve business objectives. • Other responsibilities as assigned by management.