Wealth Planner Trust Advisory Business

1 day ago

Singapore CAREER STORY PTE. LTD. Full time $80,000 - $150,000 per year

Wealth Planner

This is a perm role for one of our clients in the Private Banking Sector.

Job Scope

Trust Advisory Business, Family Offices.

Responsible for structured account conversions, account administration and risk management.

Job Description

Sales Functions (50%)

  • Responsible for analyzing client circumstances, objectives, limitations/nuances with the end view of recommending the appropriate structure to the client
  • Ensure the accounts are managed in accordance with the client objectives.
    Ensures that the account structure is attuned to changes in regulations and policies.

Administrative Functions (50%)

  • Periodically reviews all structures and assets managed to ensure achievement of objectives and compliance to client's mandates
  • Monitors and reports the account performance, management and administration
  • Ensure compliance of accounts and account process to rules, regulations and laws
  • Ensures that risk exposures are within the Bank's capacity to manage and that risks are consistent with its client's respective risk profile and tolerance
  • Stays abreast with the latest development in the capital and financial markets as well as with recent government policies and regulations effecting operations.

We regret to inform you that only shortlisted candidates will be notified.

By submitting your personal data and/or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Joselito || | EA Registration: R

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