Family Office And Wealth Advisory Specialist

TL;DR

Family Office and Wealth Advisory Specialist (Finance): Advising high-net-worth clients on holistic wealth planning, succession, and family office solutions with an accent on estate preservation, philanthropy, and inter-generational transfer. Focus on building strategic partnerships with internal bankers and external professional advisors to develop and enhance wealth planning offerings.

Location: Singapore (Onsite)

Company

hirify.global is Asia’s global private bank, providing comprehensive wealth management services and fostering a culture of openness and professional development within the OCBC Group.

What you will do

• Provide expert wealth planning advisory services, including trust planning, family office structures, and philanthropic strategies.
• Build and maintain strong partnerships with bankers and internal stakeholders to identify and develop client opportunities.
• Lead client meetings and discussions alongside bankers and external professional advisors to address complex wealth needs.
• Develop and enhance the bank's wealth planning and family office solutions based on industry trends and client demands.
• Conduct regular training sessions for bankers and stakeholders on wealth planning topics.
• Travel regularly with bankers to engage with clients while ensuring full compliance with applicable laws and regulations.

Requirements

• Minimum of 10 years of relevant professional experience in wealth planning or family office advisory.
• Strong understanding of trust, philanthropy, insurance solutions, and the legal/tax regulatory environment in key markets.
• Proven track record in structuring complex solutions with excellent written and presentation skills.
• Tertiary education, preferably with a degree in law, tax, or accounting.
• Ability to work independently as a self-starter in a multi-cultural environment.
• Excellent interpersonal and communication skills for interacting with a diverse client base.

Nice to have

• STEP qualification or active pursuit of accreditation as a STEP qualified wealth planner.

Culture & Benefits

• Attractive remuneration packages and non-financial benefits.
• Opportunities for professional and personal development through structured programs.
• Access to the global network of the OCBC Group.
• Collaborative and inclusive work environment focused on teamwork and fairness.