Wealth Planning Assistant

2 weeks ago

Singapore Nomura Full time
Job description:

Job Description

Job Title: Wealth Planning Assistant

Corporate Title: Analyst

Division: International Wealth Management

Location: Singapore

 

Nomura Overview

Nomura is an Asia-headquartered financial services group with an integrated global network spanning over 30 countries. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Retail, Asset Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm practices disciplined entrepreneurship while building on a long tradition of serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com.

 

Function Overview:

To provide sales and after sales support to the Wealth Planning Solutions (“WPS”) Team. The position reports to Head of Trust and WPS.

 

Responsibilities:

  • Work with WPS to prepare documents for new trust (and related insurance documents if applicable) and liaise with stakeholders eg Front Office (“FO”) for KYC follow up to ensure new trust pack is accurate and complete for submission to Trustee
  • Liaise with Relationship Managers (“RM”)/Lending and Credit Solutions (“LCS”)/Credit Risk on their enquiries relating to WPS products eg premium financing application
  • Facilitate WPS activities by managing WPS SharePoint and library of WPS documents
  • Prepare marketing materials and proposals for WPS as required
  • Assist in coordinating with brokers and stakeholders to on-board new insurance carriers and/or insurance products
  • Co-ordinate trainings/events/marketing activities with RMs and stakeholders eg clearance from Compliance, CPT-qualification, replay setup, dry-run, attendance report
  • Consolidate reports from Brokers/WPS & follow-up action, including pipelines, policy reviews
  • Work with Trustee and brokers on monthly reporting of insurance revenue, and monitor receipt of such revenue
  • Prepare periodic reports from time to time for management
  • Liaise with RM/Trustee/WPS/external parties for procedural trust administration matters eg trust reviews, distributions etc
  • Assist in marketing and promoting activities in relation to the three main solutions by WPS, viz trust, insurance referrals, and single family office setup in Singapore
  • Any other job duties which the supervisor may delegate from time to time.

 

Requirements:

  • Degree in Accounts/Business/Finance or member of Society of Trust and Estate Practitioners (STEP)
  • on day-to-day administration and administrative activities of rust Minimum 3 years of relevant experience
  • FamilFamiliarity with MS Word, Excel and Powerpoint
  • Ability to work independently and respond on timely basis
  • Team-player with good interpersonal & communication skills
  • Fluent in written and spoken English & Chinese

 

Diversity Statement

Nomura is committed to an employment policy of equal opportunities, and is fundamentally opposed to any less favourable treatment accorded to existing or potential members of staff on the grounds of race, creed, colour, nationality, disability, marital status, pregnancy, gender or sexual orientation.

 

DISCLAIMER:  This Job Description is for reference only, and whilst this is intended to be an accurate reflection of the current job, it is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job.  The management reserves the right to revise the job and may, at his or her discretion, assign or reassign duties and responsibilities to this job at any time. 

Nomura is an Equal Opportunity Employer

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