Wealth Planning Administrator

2 weeks ago

Singapore Bank of Singapore Full time

Wealth Planning Administrator (Manager)

At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today

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

Job ID 2500001I
- ABOUT COMPANY
- Bank of Singapore
- Singapore

Private Banking / Wealth Management

Asia's global private bank Bank of Singapore is a wholly owned subsidiary of OCBC Bank, Southeast Asia’s second largest bank. Headquartered in Singapo...

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