Wealth Planner Support - Private Bank

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

Key Features of the Role

• 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.

Skills Requirements of the Role

Personal and Social

• Language Skills (Fluent in written and spoken English)
• Good inter-personal and communication skills / Interaction Skills (pro-marketing)
• Team Player
• Proactive, trustworthy and meticulous

Professional and Technical

• 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