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  • 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

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