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Moteur de recherche d'offres d'emploi Indosuez Wealth Management

Senior Wealth Planning Specialist M/F

Vacancy details

General information


Indosuez Wealth Management has a solid foundation in Asia as a pioneering bank with more than a century old heritage, when Banque de l'Indochine opened its historic offices in Hong Kong and Singapore. From these two locations, branches of
CA Indosuez (Switzerland) SA, almost 220 highly specialised wealth managers combine their knowledge of the region with the vast opportunities provided by the global network of Indosuez Wealth Management and the Credit Agricole group.



Publication date


Position description

Business type

Types of Jobs - Others

Job title

Senior Wealth Planning Specialist M/F

Contract type

Permanent Contract

Job summary

Reporting to the Head of Wealth Planning, Singapore, the incumbent is expected to provide wealth structuring capabilities for internal and external clients ensuring the bank operates within a tax compliant environment.

The role is challenging and job responsibilities involve the following key areas, under the supervision of the Head of Wealth Planning Asia:

Client Wealth Planning Advisory :

  • Be able to independently provide wealth structuring and tax guidance to clients including recommending relevant structures and/or introduce the bank’s network of Global Wealth Structuring departments in various jurisdictions. 
  • Provide preliminary advice &/or guidance to Relationship Managers on client’s estate planning needs and highlight preliminary tax/legal considerations.
  • Assist clients to articulate the characteristics of their requirements in wealth structuring matters to an approved external service provider and/or liaise with the bank’s network of Global Wealth Structuring departments and assist with the follow-through on documentation and processes involving account opening.
  • Travel shall be required to support Relationship Managers in meetings.

Wealth Managers training :

  • Expected to conduct orientation and on-going training and/or arrange with external professional experts to conduct training for RMs on estate planning and trending issues such as tax updates.

Research and Development :

  • Perform accurate and updated research on tax and wealth structuring issues
  • Monitor tax and wealth structuring issues related to the evolution of regulations and tax treaties from an operational angle and provide regular updates.
  • Efficiently communicate changes and updates to the tax experts network

Tax Risk Assessment :

  • Review potential and or existing structure(s) to ensure it is tax compliant with the ever changing global tax laws and group policies (e.g. FATCA, CRS, and AEOI).
  • Conduct and provide tax conformity analysis & internal memorandum for Account Opening Committee, Credit Committee etc. based on file review conducted, interview  and issues researched.

Position localisation

Geographical area

Asia, Singapore


168 Robinson Road #23-03 Capital Tower 068912 Singapore

Candidate criteria

Minimal education level

Bachelor Degree / BSc Degree or equivalent

Academic qualification / Speciality

Preferably to hold a Bachelor in Law or Accountancy (Tax Variant)

Level of minimal experience

11 years and more


Minimum 10 - 15 years in a tax and legal department or a law firm in charge of subjects like Wealth Management, Private Banking, Trust, Tax or Wealth Planning space

Required skills

- Preferably a member of the Society of Trust & Estate Practitioner (“TEP”). A tax background is definitely an advantage especially in corporate tax (advising, litigations).
- Should be knowledgeable in Wealth Structuring solutions including wealth management & life insurance products.
- Must have good research capabilities with a keen eye on details.
- Able to work independently on assignments and projects delegated with minimal supervision.
- Marketing and client advising experience are essential.