Wealth Planning Administrator

2 weeks ago

Singapore Bank of Singapore Full time

**Wealth Planning Administrator (Manager)** **-** **(**2500003P**)**

**Description**

This position is responsible for
- Document preparation for set-up of trust structures, liaising with stakeholders for smooth implementation and timely follow-ups.
- Administration of the team such as facilitating risk reviews, tracking performance, inventory management etc.

Specific scope of work includes:

- Prepare documentation for set-up of trust structures, submission to internal stakeholders and timely follow-up until set-up
- Perform Risk Management reviews as guided by the Bank’s Risk Management teams. These may include semi-annual and annual reviews, business continuity testing etc.
- Assist with KPI metrics management and tracking
- simple working level knowledge of Microsoft Excel will be required
- Assist with any ad-hoc projects relating to improving administrative efficiency
- Proactively build strong and trusting partnerships with internal stakeholders in servicing set-up of wealth planning structures

**Qualifications**
- Min Diploma or Tertiary Education
- At least 2 - 3 years of relevant working experience in an administrative role with working knowledge of Microsoft Word, Excel, PowerPoint or Track record of administrative experience in wealth and trust planning
- Good interpersonal, communication skills. Ability to work in a multi-cultural environment with a diversified client base.
- Ability to work as an independent self-starter with excellent interpersonal skills and ability to interact with a wide cross section of stakeholders

**Primary Location**: Singapore

**Job**: Operations Admin

**Organization**: Bank of Singapore Division

**Schedule**: Permanent

: Full-time

**Job Posting**: 23-Jan-2025, 8:19:42 PM

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