About this job
Lombard Odier Group is seeking a dedicated Wealth Planner to join our team in Singapore. A career at Lombard Odier means working for a renowned global wealth and asset manager and a leader in sustainable investing. As an innovative bank of choice for private and institutional clients, our firm is independently owned and stands as one of the best-capitalised banking groups in the world. We currently manage over USD 400 billion and operate from more than 25 offices across 4 continents. With a history spanning over 230 years, Lombard Odier is an established investment house dedicated to providing a comprehensive offering of discretionary and advisory services.
In this role as a Wealth Planner based in Singapore, you will play a key part in supporting our private and institutional clients by delivering tailored financial planning solutions. We are looking for a professional who is aligned with our commitment to excellence, innovation, and sustainable investing. You will collaborate closely with bankers, investment specialists, and client relationship teams to address the sophisticated needs of our client base, drawing upon the extensive resources and long-standing heritage of our global group.
Key responsibilities typically associated with this role include:
- Developing comprehensive wealth planning strategies and solutions tailored to the unique goals of private clients.
- Partnering with client advisors to identify opportunities for financial structuring, estate planning, and asset protection.
- Staying informed on relevant regulatory requirements, market trends, and industry developments within the Singapore financial sector.
- Providing expert guidance on complex wealth management topics to internal stakeholders and clients alike.
- Maintaining high standards of compliance, risk management, and professional integrity in alignment with group policies.
If you are a driven professional looking to build a meaningful career with a leading global wealth and asset manager, we invite you to apply and become part of our continued legacy of excellence in Singapore.
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