Wealth Planner Support Private Bank
Central Region, Singapore, Singapore
Job Description
Our client, a international private bank is looking for a candidate to join their team as a wealth planner support, to assist the senior wealth planning team.General Role Description
- Marketing Support
- Answer queries from Relationship Managers (RMs)/clients
- Coordinate with the Trust Company Administrators
- Coordinate with Insurance Brokers / Third Party Providers
- Prepare Trust proposals for RMs / clients after consultation with WP Advisors
- Request for illustrations from Insurance Brokers / Insurance Consultants.
- Generate Management Reports (Trust and Insurance)
- Work with various stakeholders (e.g. Credit, Compliance) of the Bank to facilitate all cases.
- Language Skills (Fluent in written and spoken English)
- Good inter-personal and communication skills / Interaction Skills (pro-marketing)
- Team Player
- Proactive, trustworthy and meticulous
- Basic knowledge on Trust Concept / PIC Company set up.
- Ability to multi task and deal with intermediaries and colleagues on basic enquiries.
- Excellent MS Word/Excel/PowerPoint skills
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Job Detail
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Job IdJD1484002
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:$90000 - 150001 per year
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Employment StatusPermanent
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Job LocationCentral Region, Singapore, Singapore
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EducationNot mentioned