Wealth Planning Expert

6 days ago

Singapore beBeeProjectManager Full time $90,000 - $120,000
Job Opportunity: Project Development Specialist

We are seeking a skilled professional to support the Wealth Planning Solutions Hub (WPSH) in driving projects, enhancing processes, and maintaining resources across the private wealth space.

This role involves collaborating with internal stakeholders, external advisors, and Relationship Managers to ensure seamless execution of wealth planning initiatives.

The successful candidate will assist in WPSH projects/initiatives, including development and maintenance of resource databases, legal templates, product guides, frameworks, and internal policies.

They will also support the assessment and onboarding of complex structures and transactions across wealth planning solutions, including trusts, family offices, and philanthropic vehicles.

The Assistant Project Manager will liaise with internal stakeholders (Trustee, Wealth Planning teams) and external legal/tax advisors. Additionally, they will coordinate and assist in training programs for Relationship Managers, Wealth Planners, and Trust Managers.

The ideal candidate will have experience in the private wealth space and familiarity with wealth planning solutions. A legal background (including paralegal experience) or accountancy training is preferred but not mandatory.

Proficiency in AI tools, including leveraging GenAI, is also required.

  • Assist in WPSH projects/initiatives, including development and maintenance of resource databases, legal templates, product guides, frameworks, and internal policies.
  • Support the assessment and onboarding of complex structures and transactions across wealth planning solutions.
  • Liaise with internal stakeholders (Trustee, Wealth Planning teams) and external legal/tax advisors.
  • Coordinate and assist in training programs for Relationship Managers, Wealth Planners, and Trust Managers.
  • Review, comment, and analyze legal and tax opinions.
  • Monitor regulatory developments and prepare Wealth Planning Briefs and Fact Sheets.
  • Support the Head of WPSH on strategic initiatives, including managing project timelines, tracking, and maintaining resource repositories.

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