Rohit Kumar Ganguli
Head Of Wealth Planning
Singapore
Overview
24
24
years of professional experience
4
4
Certifications
Work History
Head of Wealth Planning Asia Pacific
EFG Bank AG – Singapore (acquired BSI Bank Limited)
11.2016 - Current
- Company Overview: Swiss private bank
- Regularly achieved multi-million-dollar revenue targets for wealth Planning (WP) services and solutions – which include trust & fiduciary services, insurance solutions and family office services. Contribute 85-90% of Global WP revenue within the bank.
- Significantly increased penetration among bankers and clients of WP in Asia.
- Introduced several new WP offerings within the bank – including solutions specific to various geographies, complex credit offerings on insurance solutions, family office services and private fund solutions (including VCCs).
- Advised on and successfully delivered numerous solutions to clients, including some of the largest insurance cases at that time within the Asian private banking space.
- Developed proposition around single family office (SFO) offerings in the bank from ground up - conceptualisation to marketing and advising clients. Increased SFO related business threefold since introduction. Also involves working with stakeholders (PB business, compliance etc) internally in line with business strategy and develop an ecosystem conducive to growing SFO offerings.
- Winner of 2023 and 2024 WealthBriefing Asia awards for Best Wealth Planning team. WealthBriefing is a leading business intelligence service for the wealth management community.
- Key Achievements
- Key Responsibilities
- Responsible for all matters related to the regional WP offering in the bank
- Support all 100+ RMs in Asia Pacific region and their clients globally to identify and develop suitable solutions to their WP needs.
- Work very closely with both internal and external parties to communicate/implement/deliver these solutions to clients.
- Maintain strong technical knowledge as Subject Matter Expert and conduct trainings (internally and externally) on WP topics.
- Work with internal trust team (and external trustees where applicable) to manage and oversee the establishment and administration of suitable trust structures for clients.
- Provide oversight to trust officers and RMs on such structures and all related matters such as changes in policies, requirements etc.
- Monitor and maintain very strong network with distributors and carriers of insurance solutions to focus sales effort and develop insurance solutions best suited for bank’s clients.
- Responsible for single family office (SFO) offering and setup in the bank
- Present internal reports on revenue and business development efforts around regional WP initiatives to senior management
- Interact actively with all stakeholders in the bank – RMs, credit, legal, compliance teams etc- to support all discussions (including on product management) related to WP activities.
- Work closely with global and regional compliance teams to ensure risk and compliance issues related to WP activity adequately addressed.
- Represent Asian region on bank global WP advisory platform.
- Regularly speak at seminars/client events and contribute articles on matters related to WP and insurance both internally and externally. Some links:
- Https://www.hubbis.com/article/efg-bank-s-head-of-wealth-planning-for-asia-extols-the-virtues-of-smart-preparation-for-the-future
- Https://www.hubbis.com/article/efg-bank-s-head-of-wealth-planning-for-asia-on-the-key-virtues-for-helping-hnw-life-solutions-across-the-line
- Https://asianprivatebanker.com/private-wealth/wealth-planning/no-appetite-for-cookie-cutter-approach-on-family-offices-efg/
Deputy Managing Director
BSI Bank Limited, Singapore (acquired by EFG Bank)
04.2011 - 10.2016
- Company Overview: Swiss private bank
- Responsibilities primarily as described above in EFG role.
General Manager – International Tax
Suzlon Energy Limited, Mumbai, India
04.2009 - 03.2011
- Company Overview: Renewable energy solutions provider and wind turbine supplier
- Responsible for identifying and managing (working both with consultants and internal departments) international and domestic tax matters for the group.
Director
SURJI Consultants Pvt. Ltd., Calcutta, India
01.2008 - 03.2009
- Company Overview: Family concern involved primarily in agri-business
Manager
Multiconsult Limited, Singapore
09.2006 - 12.2007
- Company Overview: Mauritius based financial Services provider involved in trust, fund administration and corporate services
Senior Tax Consultant/Assistant Manager – International Tax team
Pricewaterhouse Coopers, Singapore
02.2004 - 08.2006
Tax Consultant – International Tax team
Ernst & Young, New Delhi, India
01.2002 - 01.2004
Education
LL.M - International Taxation
University of Leiden
Chartered Accountancy Course - undefined
Institute of Chartered Accountants
Diploma - International Trust Management
Society of Trust and Estate Practitioners (STEP)
M9 Certified - Life Insurance and Investment-Linked Policies
Singapore College of Insurance, Capital Markets and Financial Advisory Services
Skills
- I am an Indian citizen and also currently hold Singapore permanent resident (PR) status
- Have travelled extensively all over the world, having lived in several countries including Singapore, India, Jamaica, UK, Nigeria, Malta and The Netherlands
- Multilingual: proficiency with Hindi, Bengali and English
Certification
Client Advisor Competency Standards (CACS)
References
Available on request
Timeline
Head of Wealth Planning Asia Pacific
EFG Bank AG – Singapore (acquired BSI Bank Limited)
11.2016 - Current
Deputy Managing Director
BSI Bank Limited, Singapore (acquired by EFG Bank)
04.2011 - 10.2016
General Manager – International Tax
Suzlon Energy Limited, Mumbai, India
04.2009 - 03.2011
Director
SURJI Consultants Pvt. Ltd., Calcutta, India
01.2008 - 03.2009
Manager
Multiconsult Limited, Singapore
09.2006 - 12.2007
Senior Tax Consultant/Assistant Manager – International Tax team
Pricewaterhouse Coopers, Singapore
02.2004 - 08.2006
Tax Consultant – International Tax team
Ernst & Young, New Delhi, India
01.2002 - 01.2004
Chartered Accountancy Course - undefined
Institute of Chartered Accountants
Diploma - International Trust Management
Society of Trust and Estate Practitioners (STEP)
M9 Certified - Life Insurance and Investment-Linked Policies
Singapore College of Insurance, Capital Markets and Financial Advisory Services
LL.M - International Taxation
University of Leiden
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