Family Office and Wealth Advisory Specialist (Vice President/Executive Director)

Location: BOS Singapore

Company

hirify.global is a global private bank within the OCBC Group, providing wealth management services and developing its people through professional and personal development programmes.

What you will do

• Provide wealth planning advisory services covering trust planning, family office solutions, philanthropy, liquidity planning, succession, legacy, governance, and inter-generational wealth transfer.
• Build trusted partnerships with bankers and specialists to develop and service client relationships.
• Develop pipeline opportunities and present wealth planning and family office initiatives internally.
• Lead meetings and discussions with clients, bankers, professional advisors, legal consultants, and tax consultants.
• Travel regularly with bankers while ensuring compliance with applicable laws and regulations.
• Develop and enhance wealth planning offerings, conduct training for bankers, and build a professional service-provider ecosystem.

Requirements

• Generally, at least 10 years of relevant work experience.
• Strong knowledge of wealth planning, family office, trust, philanthropy, and insurance solutions.
• Experience with structuring, client-facing writing, and presentations for relevant markets.
• Knowledge of legal, tax, and regulatory environments in key markets, including wealth planning and family office structures.
• Strong interpersonal, communication, and client-interfacing skills, with the ability to work across multicultural and diverse stakeholder groups.
• Tertiary education; a legal, tax, or accounting degree is preferred.

Nice to have

• STEP qualification or progress toward STEP-qualified wealth planner accreditation.
• Experience working as an independent self-starter across a broad stakeholder base.

Culture & Benefits

• Culture focused on openness, teamwork, and fairness.
• Professional and personal development programmes.
• Attractive remuneration and non-financial benefits.
• Opportunities to develop within OCBC Group’s global network of subsidiaries and offices.