Wealth Planning Administrator

24 hours 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 2500003P
- 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...



  • Singapore Bank of Singapore Full time

    **Wealth Planning Administrator (Manager)** **-** **(**2500001I**)** **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...


  • Singapore WEALTH ASIA LLP Full time

    This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals. Core Function & Support Provide direct administrative and analytical support to the Executive Wealth...


  • Singapore WEALTH ASIA LLP Full time

    This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals. Core Function & Support Provide direct administrative and analytical support to the Executive Wealth...

  • Wealth Manager

    3 days ago


    Singapore VASTUS WEALTH PTE. LTD. Full time

    Are you a self-driven professional that finds high satisfaction in addressing clients’ financial planning needs? Are you a disciplined and determined team player, who capitalizes on sales processes and seeks win-win solutions to maximize client relations? If so, then we want YOU! Vastus Wealth is a new start-up Financial Advisory and part of 8VI Holdings...

  • Wealth Manager

    5 days ago


    Singapore DH Wealth Management Pte Ltd Full time

    We are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...

  • Wealth Manager

    5 days ago


    Singapore DH WEALTH MANAGEMENT PTE. LTD. Full time

    We are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...


  • Singapore ZEDRA TRUST COMPANY (SINGAPORE) LIMITED Full time $40,000 - $60,000 per year

    Purpose of RoleThe Wealth Planning Executive will :1) Support the Wealth Planning team in the onboarding of high net worth individuals as trust clients. Focusing on opening bank accounts with various Private Banks in Singapore, Hong Kong and other jurisdictions.Key AccountabilitiesLiaise with various private banks in the region to setup private bank...


  • Singapore WEALTH ASIA LLP Full time

    Do you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you! In this exciting role, you will play a vital role by...


  • Singapore ZEDRA TRUST COMPANY (SINGAPORE) LIMITED Full time $40,000 - $80,000 per year

    Purpose of RoleThe Wealth Planning Executive will :1) Support the Wealth Planning team in the onboarding of high net worth individuals as trust clients. Focusing on opening bank accounts with various Private Banks in Singapore, Hong Kong and other jurisdictions.Key AccountabilitiesLiaise with various private banks in the region to setup private bank...


  • Singapore WEALTH ASIA LLP Full time

    The Financial Planning Associate provides support to the Executive Wealth Director in implementation and ongoing management of client financial plans. This role involves sales planning and strategies, achieving sales target, data gathering, analysis and financial modeling, client communication, and administrative tasks, all contributing to delivering...