Leonard Khoo

Wealth Planning - Associate Director at Julius Baer

Leonard Khoo is an Associate Director in Wealth Planning at Julius Baer since July 2015, specializing in crafting trust proposals and advising clients on succession planning and complex wealth structures. Responsibilities include preparing trust documentation, managing insurance financing business development for Asia, and providing training for relationship managers. Leonard previously completed graduate programs in Responsible Investments and Business and Product Management, handling project management and operational efficiency. Earlier experience includes a corporate banking internship at FGB, where Leonard prepared credit proposals and supported various financial functions. Leonard holds dual degrees in Mechanical Engineering and Economics from the National University of Singapore.

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