Job Description

Job Title:                      Wealth Planner

Corporate Title:           Vice President

Division:                       International Wealth Management

Location:                      Singapore

SFID:                            12953

License Role:               Yes

Nomura Overview

Nomura is a global financial services group with an integrated network spanning over 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Retail, Wholesale (Global Markets and Investment Banking), and Investment Management. Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com.

Department Overview

Nomura's International Wealth Management department offers unparalleled financial services and solutions to high-net-worth individuals and families globally. Our dedicated team of experts provides personalized advice and tailored strategies to help clients achieve their financial goals and preserve their wealth. With a comprehensive range of investment products and a commitment to exceptional client service, we are proud to be a trusted partner in navigating the complexities of the global financial landscape.

Role Description

Reporting to the Head of Trust and Wealth Planning, the Wealth Planner’s main responsibility will be new business acquisition and marketing / promotion of Nomura’s Wealth Planning Solutions (WPS) offerings. Other responsibilities include support in trust relationship management. 

Responsibilities

• Participate in strategic development of WPS platform from marketing and compliance perspectives
• All marketing and promotional activities in relation to three main solutions by WPS, viz trust, insurance referrals, and single-family office setup in Singapore
• Collaborate with RMs to solve clients’ various requirements in the space of wealth planning
• Meet and prepare proposals for prospective clients
• Follow through with prospecting till completion
• Assist Nomura trust company in liaison work with existing clients
• Collaborate with insurance intermediaries in relation to insurance referral activities
• Arrange training and events in relation to trust, insurance referrals, & SFO
• Collaborate with advisors when assisting clients in setting up SFO in Singapore
• Prepare business reports on a regular basis
• Any other job duties which the supervisor may delegate from time to time

Requirements

• Minimum Degree in law, accounting, tax or finance.
• Minimum 6 years of relevant experience in wealth management, financial planning, or a related field, with a proven track record of business development and client relationship management.
• Experience with trust and insurance referral concepts and able to provide financial planning and structuring ideas.
• Experience in wealth planning strategies and regulatory requirements in Singapore.
• Proven ability to communicate complex financial concepts clearly to clients and stakeholders, with experience in delivering client-focused advisory solutions.
• Experience with trust and insurance referral concepts and able to provide financial planning and structuring ideas.
• Strategic thinker with a results-oriented mindset and the ability to work in a fast-paced environment.
• Ability to multi-task and to work in an environment of diverse client base.

Nomura Competencies

• Explore Insights & Vision: Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future. 

• Making Strategic Decisions: Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations. 
• Inspire Entrepreneurship in People: Inspire team members through effective communication of ideas and motivate them to actively enhance productivity. 
• Elevate Organizational Capability: Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing.  
• Inclusion: Respect DEI, foster a culture of psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect). 

Diversity Statement

Nomura is committed to an employment policy of equal opportunities, and is fundamentally opposed to any less favourable treatment accorded to existing or potential members of staff on the grounds of race, creed, colour, nationality, disability, marital status, pregnancy, gender or sexual orientation.

DISCLAIMER: This Job Description is for reference only, and whilst this is intended to be an accurate reflection of the current job, it is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. The management reserves the right to revise the job and may, at his or her discretion, assign or reassign duties and responsibilities to this job at any time.

Nomura is an Equal Opportunity Employer

Job Requirements