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Wealth Planner [Trust Advisory Business / Private Banking] - Perm Role | CSBU01 - Islandwide, SG

CAREER STORY PTE. LTD.Islandwide, SG

4 days ago

Job description

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%)

Responsible 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.

Administrative Functions (50%)

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.

Interested applicants, please click "APPLY NOW"

We regret to inform you that only shortlisted candidates will be notified.

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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