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2 listing(s) available.

  • 14 Jul 2021

    Trust & Wealth Planning Specialist, Private Banking


    Permanent Position
    A lead Asian bank is seeking experienced Trust and Wealth Planning Specialist to join its Private Banking Department.

    Job Description

    • To prepare and submit documentation required for the onboarding of prospective service providers (trust companies, insurance brokers) based on acceptance criteria stipulated in Private Banking policies and procedures.
    • To perform annual review of all external service providers onboarded accordance to ensure compliance to internal policies and procedures.
    • To collaborate with RMs and advise on holistic solutions on wealth planning, insurance, trust services and family office needs to Private Banking prospects and clients.
    • To be the key liaison to approved list of external service providers (trust companies or insurance brokers) to support Relationship Managers in their client acquisition and business development plan.
    • To follow up on the implementation of any suggested planning solutions and liaise with external tax and legal advisors and service providers (trust companies, fiduciary companies, insurance brokers, legal firms etc.).
    • Stay abreast of latest market development and regulatory updates and update internal policies and procedures when required.
    • To conduct training internally or liaise with external trust partners to provide relevant training to Private Banking staff.
    Expires on 13 Aug 2021

    Posted By

    Glenn Wong (Reg No: R1106685)

    Tel: +65 6738 6228


    • Bachelor‘s Degree holder and above with minimum 5 years of relevant experience as wealth planner, trust manager or legal advisor covering private clients from SEA and North Asia ideally in a Private Bank or Wealth
    • Management or or similar Financial institution.
    • AWP qualification preferred/required
    • Possess strong technical knowledge; TEP/CFP qualification is a plus
    • Family office governance experience is a plus
    • Strong communication and interpersonal skills
    • Ability to work independently as a self-starter and be adaptable
    • Keep abreast of market developments and opportunities and work closely with Relationship Managers to deepen value-added service to Private Banking prospects and clients

    Location : Singapore

    If the above speaks to you, we'd love to hear from you. Please send in your updated CV to (Glenn Wong, Reg No: R1106685). You may email this great opportunity to someone who would be a great fit for this role.

    All information will be kept strictly confidential. We regret to inform that only successful applicants will be contacted.

    PeopleSearch Pte Ltd
    EA License No: 16S8057

  • 09 Jul 2021

    Associate Banker, Private Banking

    Hong Kong

    Permanent Position
    Our client, a top-notch multinational bank, is currently looking for Associate Bankers (ARM) for their UHNW (HK / China / TW) and HNW team. Incumbent can look forward to working in a dynamic environment with excellent career exposure and career progression opportunities.

    Job Description

    • Provide complete service support to client, including solving complex client inquiries
    • Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc
    • Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
    • Assist the Banker in profiling, qualifying and converting prospects into clients, deepening the existing client relationship through deep-dive analysis
    • Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
    • Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
    • Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
    • Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated
    • Ensure everything comply with applicable laws, rules and regulations
    Expires on 06 Aug 2021

    Posted By

    Matt Lau

    Tel: +852 6377-1894


    • 2-10+ years of working experience in Private Banking sector as an Assistant Relationship Manager
    • Experienced applicants will be considered as Senior Associate Banker / Team lead
    • Bachelor's / University degree or equivalent experience
    • HKSI / HKMA / CFA / IIQE Licensing will be an advantage
    • Ability to manage relationships both internal and external; Ability to multi-task
    • Strong understanding of Private Banking investment and credit products and operational procedures
    • Proficiency in English, Cantonese and Mandarin

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