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Wealth Planning Administrator (Manager)

Posted on Jan. 9, 2025 by Bank of Singapore

Wealth Planning Administrator (Manager) - (2500001I)

Description

This position is responsible for-

Document preparation for set-up of trust structures, liaising with stakeholders for smooth implementation and timely follow-ups.
Administration of the team such as facilitating risk reviews, tracking performance, inventory management etc.

Specific scope of work includes:-

Prepare documentation for set-up of trust structures, submission to internal stakeholders and timely follow-up until set-up
Perform Risk Management reviews as guided by the Bank’s Risk Management teams. These may include semi-annual and annual reviews, business continuity testing etc.
Assist with KPI metrics management and tracking- simple working level knowledge of Microsoft Excel will be required
Assist with any ad-hoc projects relating to improving administrative efficiency
Proactively build strong and trusting partnerships with internal stakeholders in servicing set-up of wealth planning structures

Qualifications

Min Diploma or Tertiary Education
At least 2 – 3 years of relevant working experience in an administrative role with working knowledge of Microsoft Word, Excel, PowerPoint or Track record of administrative experience in wealth and trust planning
Good interpersonal, communication skills. Ability to work in a multi-cultural environment with a diversified client base.
Ability to work as an independent self-starter with excellent interpersonal skills and ability to interact with a wide cross section of stakeholders

Primary Location: Singapore

Job: Operations Admin

Organization: Bank of Singapore Division

Schedule: Permanent

: Full-time

Job Posting: 09-Jan-2025, 12:31:56 AM

Advertised until:
Feb. 8, 2025

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