Job Title: Executive Director, Wealth Planner

Job Code: 11611

Country: SG

City: Singapore

Skill Category: International Wealth Management

Description:

Job Title: Wealth Planner

Corporate Title: Executive Director

Division: International Wealth Management

Location: Singapore

SFID: 11611

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 Executive Director, Wealth Planner is responsible to lead and drive new business acquisition and promote Nomura’s Wealth Planning Solutions (WPS) offerings. The ideal candidate will possess a strong background in wealth management, exceptional relationship-building skills, and a strategic mindset to enhance our market presence in Singapore.

Responsibilities

Participate in strategic development of WPS platform from marketing and compliance perspectives
Drive the acquisition of new clients by identifying and pursuing business opportunities within the high-net-worth and ultra-high-net-worth segments.
Develop and implement strategic marketing initiatives to promote Nomura’s WPS offerings, ensuring alignment with overall business objectives.
Collaborate with internal stakeholders to create tailored wealth planning solutions that meet clients' unique financial needs.
Analyze market trends and competitor activities to identify opportunities for growth and improvement.
Prepare and present regular reports on business performance, market insights, and client feedback to senior management.
Ensure all wealth planning activities comply with regulatory requirements and internal policies.
Identify and mitigate potential risks associated with client relationships and wealth planning strategies.
Build and maintain strong, long-term relationships with clients, ensuring a high level of satisfaction and trust.
Serve as the primary point of contact for clients, providing expert advice and support throughout the wealth planning process.
Conduct regular reviews of client portfolios and wealth planning strategies to ensure they continue to meet evolving client needs

Requirements

Minimum Degree in law, accounting, tax, business or finance from an accredited University
Minimum 12 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 in wealth planning strategies, trust, fiduciary, insurance, investment products, 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