Wealth planning associate

6 days ago


Singapore Selby Jennings Full time

Wealth Planning Associate - Private Bank Selby Jennings Singapore Apply now Posted 5 days ago In-Office Job Permanent SGD80000 - SGD150000 per annum Our client, an international private bank, is looking for a candidate to join their team as a wealth planner support, to assist the senior wealth planning team. General Role Description: Marketing Support Answer queries from Relationship Managers (RMs)/clients Coordinate with the Trust Company Administrators Coordinate with Insurance Brokers / Third Party Providers In this role, you would be responsible for the following: Assist Department Head in servicing high net worth clients with offshore trust structuring, multi-jurisdictional tax planning, asset succession strategies, and the set-up of family office in HK and SG Work closely with Department Head and Private Wealth Advisors to service relationships with existing clients by identifying and meeting their Wealth Planning needs Serve as the first point of contact for Private Wealth Advisors' enquiries relating to the range of wealth planning solutions offered by the Bank, including but not limited to Insurance Premium Financing Preparation of presentation material to facilitate discussion with existing and prospect clients of the Bank Requirements: Ideally previous experience working in a private bank, trust company, legal or CPA firm. Good interpersonal and communication skills Team player Ability to multitask and deal with intermediaries and colleagues on basic enquiries. #J-18808-Ljbffr



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