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Wealth Planner [Trust Advisory Business / Private Banking] - Perm Role | CSBU01 - CAREER STORY PTE. LTD.
CAREER STORY PTE. LTD.Islandwide, SG4 days ago
Job descriptionResponsible 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. 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.
Roles & Responsibilities
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%)
Administrative Functions (50%)
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Joselito || | EA Registration : R25126580
Tell employers what skills you have
Sales
Relationship Management Skills
Tolerance
Wealth
Risk Management
Administration
Planner
Compliance
Estate Planning
Capital
Performance Management
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Planner • Islandwide, SG
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