CrawlJobs Logo

Private Banking Wealth Structuring Specialist

Singapore, Singapore River 20000.00 SGD / Year · Job Posted July 08, 2026
Apply Position
Job Link Share

Job Description

In this pivotal role, you will drive the development and delivery of insurance-based wealth solutions across Asia, with a primary focus on Private Placement Life Insurance (PPLI). Working closely with UHNW clients and their elite advisory networks, you will design and implement sophisticated, cross-border structures that protect and optimize clients’ investment, succession, and governance objectives.

Job Responsibility

  • Client & Intermediary Engagement: Build and sustain trusted partnerships with family offices, private client lawyers, external asset managers (EAMs), and private banks.
  • Business Development: Originate new opportunities, develop a robust pipeline, and achieve agreed asset under management (AUM) and business targets.
  • Solution Design & Delivery: Structure and execute bespoke insurance solutions across multiple jurisdictions while maintaining alignment with internal governance and regulatory standards.
  • Market Development: Act as a brand ambassador at industry events and drive the distribution of thought leadership across the regional wealth landscape.

Requirements

  • Industry Experience: Proven track record within private client advisory, private banking, wealth management, or UHNW/PPLI insurance solutions in Singapore and the wider Asian region.
  • Technical Knowledge: Deep understanding of insurance-based wealth solutions (PPLI), alongside alternative HNW structures such as Trusts, FICs, and Singapore Family Offices. Solid grasp of cross-border tax, investment principles, and regional regulatory frameworks.
  • Established Network: An active network of existing relationships with private banks, EAMs, family offices, and professional advisers (legal, tax, fiduciary).
  • Qualifications: Degree in Finance, Business, Economics, or a related discipline. Professional qualifications like STEP, CFA, or CFP are highly desirable.
  • Language Capabilities: Fluency in English and Mandarin is required to effectively present complex solutions to regional clients and stakeholders.
  • 10 years
  • Private Placement Life Insurance, PPLI, UHNW, Ultra-High-Net-Worth, Private Banking, Wealth Management, Insurance-Based Wealth Solutions, Family Office, Succession Planning, Cross-Border Structuring, External Asset Manager, EAM
  • Bachelor Degree

Nice to have

Professional qualifications like STEP, CFA, or CFP

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Private Banking Wealth Structuring Specialist

8 matching positions

Pwm Relationship Manager (Farmer Role 70k Max)

Are you a high-performing RM looking to transition into a pure-play Private Weal...
Location
Location
Hong Kong , Hong Kong
Salary
Salary:
Not provided
https://www.randstad.com Logo
Randstad
Expiration Date
July 26, 2026
Flip Icon
Requirements
Requirements
  • Minimum 5 years of experience as a Relationship Manager within Private Wealth Management (PWM) or High-End Retail/Premier Banking in Hong Kong
  • Proven track record of managing a portfolio of cross-border clients with hands-on experience in offshore needs
  • Fluent in Mandarin and Cantonese is essential due to the specific client demographic
  • Valid SFC Type 1 and 4 licenses are mandatory
Job Responsibility
Job Responsibility
  • Manage and deepen a pre-assigned portfolio of HNW clients (account opening 1 million USD up), focusing on retention and Net New Money (NNM) from existing connections
  • Handle account opening and maintain relationships with client refered by mainaland
  • Act as the primary point of contact for Mainland China and cross-border clients, providing expert advice on offshore wealth structures
  • Execute holistic financial planning, including investment, insurance, and legacy solutions, tailored to the client's risk profile
  • Collaborate with product specialists to deliver bespoke market insights and portfolio rebalancing strategies
  • Ensure all activities comply with HKMA and SFC regulatory standards and internal 'Know Your Customer' (KYC) policies
  • Fulltime
Read More
Arrow Right

Relationship Director - Specialist Finance

Location
Location
United Kingdom , London
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Delivering profitable performance, growth, and client strategy through effective collaboration across relevant markets, regions and product teams
  • Working with the respective leads in Investment Banking Coverage, GTB Product, Risk functions, Operations, Technology and Infrastructure to deliver first time for clients, while safeguarding the firm
  • Understanding the various business models within the sector, and their inherent risks, to ensure business development is in line with the segment client selection criteria and business appetite
  • Drive client relationship across the Business – working with the other sector leads, Private Bank, Investment Bank, Cards and Payments in conjunction with the ICB Regional Heads and Leadership Team to help develop and monetize specialist finance clients globally to maximize their use of the Corporate Banking product set
  • Ensure effective risk management across the business. Ensure compliance with mandatory risk policies and procedures relating to regulatory, operational, legal risk, financial crime and credit risk
  • Make an active contribution to the CIBs culture and community at a local, regional and national level
  • Comfortable dealing with large volumes of structured and un-structured data to develop appropriate solutions to deliver for internal and external stakeholders
  • Developed business skills and strong profile with internal stakeholders
  • Demonstrated history of consistently exceeding targets and execution of team objectives
  • Professional, values driven approach, and leads by example, particularly when operating through change
Job Responsibility
Job Responsibility
  • Delivering profitable performance, growth, and client strategy through effective collaboration across relevant markets, regions and product teams
  • Working with the respective leads in Investment Banking Coverage, GTB Product, Risk functions, Operations, Technology and Infrastructure to deliver first time for clients, while safeguarding the firm
  • Understanding the various business models within the sector, and their inherent risks, to ensure business development is in line with the segment client selection criteria and business appetite
  • Drive client relationship across the Business – working with the other sector leads, Private Bank, Investment Bank, Cards and Payments in conjunction with the ICB Regional Heads and Leadership Team to help develop and monetize specialist finance clients globally to maximize their use of the Corporate Banking product set
  • Ensure effective risk management across the business. Ensure compliance with mandatory risk policies and procedures relating to regulatory, operational, legal risk, financial crime and credit risk
  • Make an active contribution to the CIBs culture and community at a local, regional and national level.
What we offer
What we offer
  • Cycle or run to work? We’ve got everything you need – from cycle hire and parking areas to new showering and changing facilities
  • CoSpace is our drop-in co-working space, where networks are built, problems are solved collectively and our community is strengthened
  • Our Wellness Suite includes a well-equipped gym and exercise studios, and provides personal training sessions and massage therapy
  • Our new trading floors enhance communication, integrate sustainability, and support health and wellbeing through innovative design and British-sourced furniture
  • We celebrate the unique perspectives and experiences each individual brings, believing our differences make us stronger and drive success.
  • Fulltime
Read More
Arrow Right

Head of International Partners Team - VP

Join Relationship Management, to build and maintain relationships with customers...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs
  • Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations
  • Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio
  • Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank
  • Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship
  • Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses
  • Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy
  • Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts
  • To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies
  • manage and maintain policies/ processes
Job Responsibility
Job Responsibility
  • To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.
What we offer
What we offer
  • Hybrid working
  • Structured approach to hybrid working with fixed 'anchor' days
  • Supportive and inclusive culture and environment
  • Commitment to colleague well-being
  • Office with shops, restaurants, gyms and alfresco dining area
  • Great location in Marina Bay
  • Eco-friendly facilities like an eco-farm
  • Vibrant and diverse community
  • Commitment to inclusion and opportunities
  • International scale offering incredible variety, depth and breadth of experience
  • Fulltime
Read More
Arrow Right

European Head of Investment Counsellors

The Investment Counsellor Team Lead manages multiple teams of senior professiona...
Location
Location
Luxembourg , Bertrange
Salary
Salary:
275000.00 - 450000.00 EUR / Year
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 15+ years of experience
  • Extensive experience in providing investment advice and solutions as well as managerial experience
  • CFA, MBA degree or other advance degree a plus
  • Demonstrable track record in managing a business P&L
  • Demonstrable track record in managing sales and service functions associated with a large and complex client-focused investment organization
  • Relevant qualifications and registrations for the country of employment
  • Bachelor's/University degree, Master's degree preferred
  • Demonstrable strong organizational skills, including the ability to clearly formulate, communicate and implement business and investment strategies
  • the capacity to effectively engage and influence business partners and navigate through a complex global organization
  • and the ability to attract, develop and retain talent
Job Responsibility
Job Responsibility
  • Responsible for the effective coordination, management and delivery of all aspects of the CPB Investments Business within the region, including CIM and Capital Markets as well as the core functions noted herein
  • Manage both direct and matrix reports across the Investments business to ensure the business meet financial targets as well as all internal and external standards and practices
  • Development and execution of the region’s broader business strategy, including client segmentation and coverage, product positioning and development, platform and process enhancement, content delivery, regulatory compliance, risk and control, revenue and expense management
  • Through continuous direct client interaction, solicit client feedback on CPB’s Investments business, and drive platform and product initiatives to maintain CPB’s pre-eminent relevance and stated goal as trusted advisor to all target market clients
  • Provide leadership as the “Face” of the Investments business to all clients in the region
  • Manages a large team of investment professionals including Investment Counsellors and Product Specialists
  • Works effectively across the region, in close partnership with the senior leadership team for Investments Solutions, the regional management team, Market Executives, Team Leaders, Private Bankers and other partners including Lending and Wealth Planning to build strong client relationships and deliver to them the best of the Citi platform to clients
  • Effectively recruit, develop, promote and retain talented professionals across the Europe investments organization
  • Effectively engage, leverage, and partner with Citi Markets, Wealth Markets, CIM and Alts to provide exceptional investment offerings to CPB clients
  • In accordance with goals set by the Citi Private Bank Regional Head and the Private Bank Global Head of Investments Solutions, deliver continued revenue growth through managing the cost to income ratio, proactively managing expenses and consolidating the business across the region, creating operational efficiencies and achieving agreed financial targets
  • Fulltime
Read More
Arrow Right
New

Pharmacy Technician

We’re building a world of health around every individual — shaping a more connec...
Location
Location
United States , Pearland
Salary
Salary:
Not provided
https://www.cvshealth.com/ Logo
CVS Health
Expiration Date
September 02, 2026
Flip Icon
Requirements
Requirements
  • Must comply with any state board of pharmacy requirements or laws governing the practice of pharmacy, which includes but is not limited to, age, education, and licensure/certification
  • If the state board of pharmacy does not address or mandate a minimum age requirement, must be at least 16 years of age
  • If the state board of pharmacy does not address or mandate a minimum educational requirement, must have a high school diploma or equivalent, or be actively enrolled in high school or high school equivalency program
  • State-level licensure and national certification requirements vary by state, click here to learn more
  • Regular and predictable attendance, including nights and weekends
  • Ability to complete required training within designated timeframe
  • Attention and Focus: Ability to concentrate on a task over a period of time
  • Ability to pivot quickly from one task to another to meet patient and business needs
  • Ability to confirm prescription information and label accuracy, ensuring patient safety
  • Customer Service and Team Orientation: Actively look for ways to help people, and do so in a friendly manner
Job Responsibility
Job Responsibility
  • Living our purpose by following all company SOPs at each workstation to help our Pharmacists manage and improve patient health
  • Following pharmacy workflow procedures at each pharmacy workstation (i.e., production, pick-up, drive-thru, and drop-off) for safe and accurate prescription fulfillment
  • Contributing to positive patient experiences by showing empathy and genuine care: creating heartfelt and personalized moments while serving patients at pick-up, drive-thru, and over the phone
  • keeping patients healthy by offering immunizations and other services at the register and over the phone
  • and demonstrating compassionate care by solving or escalating patient problems
  • Completing basic inventory activities, as permitted by law, and as directed by the pharmacy leadership team, such as accurately putting away medication deliveries and completing cycle counts, returns-to-stocks, waiting bin inventories, etc.
  • Contributing to a high-performing team, embracing a growth mindset, and being receptive to feedback
  • actively seeking opportunities to expand clinical and technical knowledge needed to better assist patients
  • Remaining flexible for both scheduling and business needs, while contributing to a safe, inclusive, and engaging team dynamic
  • voluntarily traveling to stores in the market to work shifts as needed by the business
What we offer
What we offer
  • dental
  • vision
  • wellness resources
  • employee discounts
  • access to certain voluntary benefits
  • other programs
  • Parttime
Read More
Arrow Right
New

Pharmacy Technician

We’re building a world of health around every individual — shaping a more connec...
Location
Location
United States , Oro Valley
Salary
Salary:
17.15 - 27.15 USD / Hour
https://www.cvshealth.com/ Logo
CVS Health
Expiration Date
September 02, 2026
Flip Icon
Requirements
Requirements
  • Must comply with any state board of pharmacy requirements or laws governing the practice of pharmacy, which includes but is not limited to, age, education, and licensure/certification
  • If the state board of pharmacy does not address or mandate a minimum age requirement, must be at least 16 years of age
  • If the state board of pharmacy does not address or mandate a minimum educational requirement, must have a high school diploma or equivalent, or be actively enrolled in high school or high school equivalency program
  • State-level licensure and national certification requirements vary by state, click here to learn more.
  • Regular and predictable attendance, including nights and weekends
  • Ability to complete required training within designated timeframe
  • Attention and Focus: Ability to concentrate on a task over a period of time
  • Ability to pivot quickly from one task to another to meet patient and business needs
  • Ability to confirm prescription information and label accuracy, ensuring patient safety
  • Customer Service and Team Orientation: Actively look for ways to help people, and do so in a friendly manner
Job Responsibility
Job Responsibility
  • Living our purpose by following all company SOPs at each workstation to help our Pharmacists manage and improve patient health
  • Following pharmacy workflow procedures at each pharmacy workstation (i.e., production, pick-up, drive-thru, and drop-off) for safe and accurate prescription fulfillment
  • Contributing to positive patient experiences by showing empathy and genuine care: creating heartfelt and personalized moments while serving patients at pick-up, drive-thru, and over the phone
  • keeping patients healthy by offering immunizations and other services at the register and over the phone
  • and demonstrating compassionate care by solving or escalating patient problems
  • Completing basic inventory activities, as permitted by law, and as directed by the pharmacy leadership team, such as accurately putting away medication deliveries and completing cycle counts, returns-to-stocks, waiting bin inventories, etc.
  • Contributing to a high-performing team, embracing a growth mindset, and being receptive to feedback
  • actively seeking opportunities to expand clinical and technical knowledge needed to better assist patients
  • Remaining flexible for both scheduling and business needs, while contributing to a safe, inclusive, and engaging team dynamic
  • voluntarily traveling to stores in the market to work shifts as needed by the business
What we offer
What we offer
  • medical, dental, and vision coverage
  • paid time off
  • retirement savings options
  • wellness programs
  • and other resources, based on eligibility
  • Fulltime
Read More
Arrow Right
New

SEN Teacher

Are you a skilled teacher ready to make a profound, measurable impact? Whether y...
Location
Location
United Kingdom , Caterham
Salary
Salary:
34398.00 - 50668.00 GBP / Year
https://www.randstad.com Logo
Randstad
Expiration Date
July 16, 2026
Flip Icon
Requirements
Requirements
  • Qualified Teacher Status (QTS): Essential. Primary-trained teachers with strong literacy/numeracy intervention skills or Mainstream Secondary teachers looking to transition are highly encouraged to apply
  • Resilient, analytical, and highly adaptable. You view complex behaviours as communication and possess the emotional intelligence to navigate them
  • Prior experience or a deep theoretical understanding of ASC, ADHD, or SEMH is vital.
Job Responsibility
Job Responsibility
  • Pioneer the Nurture Model: Establish a high-functioning, low-arousal classroom environment that bridges the gap between emotional regulation and academic achievement
  • Data-Driven Individualisation: Utilise Education, Health, and Care Plans (EHCPs) to create bespoke, highly effective learning pathways
  • Behaviour Innovation: Move away from traditional behaviour management to lead with non-confrontational, therapeutic de-escalation techniques.
What we offer
What we offer
  • £5,000 Welcome Bonus
  • Enhanced pension
  • Life assurance
  • Immediate access to Wagestream and Perkbox
  • Structured school hours with a guaranteed 4:00 PM finish every Friday
  • Fully Funded Specialist Qualifications
  • Fulltime
Read More
Arrow Right
New

Accounting Supervisor

Check figures, postings, and documents for accuracy. Organize, secure, and maint...
Location
Location
Guyana , Georgetown
Salary
Salary:
Not provided
https://www.marriott.com Logo
Marriott Bonvoy
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High school diploma or G.E.D. equivalent
  • At least 1 year of related work experience
  • No supervisory experience
  • None
Job Responsibility
Job Responsibility
  • Check figures, postings, and documents for accuracy
  • Organize, secure, and maintain all files, records, cash and cash equivalents in accordance with policies and procedures
  • Record, store, access, and/or analyze computerized financial information
  • Classify, code, and summarize numerical and financial data to compile and keep financial records, using journals, ledgers, and/or computers
  • Prepare, maintain, audit, and distribute statistical, financial, accounting, auditing, or payroll reports and tables
  • Complete period-end closing procedures and reports as specified
  • Prepare, review, reconcile, and issue bills, invoices, and account statements according to company procedures
  • Follow-up and resolve past due accounts and vendor invoices until payment in full is received or resolved
  • Coordinate tasks and work with other departments
  • serve as a departmental role model or mentor
  • Fulltime
Read More
Arrow Right