Senior Associate, Wealth Planning Admin, Private Banking, Consumer Banking Group
DBS Bank
- Singapore
- Permanent
- Full-time
- Support the review of single family office account plan data completed by front office and identify business opportunities to further anchor the relationship with the bank.
- Prepare MIS reports from the account plan for management reporting
- Assist with queries on account opening for family offices
- Assist with the establishment of VCC sub-funds by working with various stakeholders to prepare fund documents and seeing the sub-fund account opening process through
- Work with stakeholders on any adhoc transactions required by the sub-fund
- Support month-end review of the NAV prepared by the Fund Administrator for each sub-fund before updating the information into Avaloq
- Assist to prepare investor data required for regulatory reporting and perform review on all LPOAs of the sub-funds to ensure that they continue to meet the exemption/licensing requirements to manage the investments of the sub-funds
- Diploma or Bachelor’s degree, preferably in Business, Finance, Banking or related field.
- At least 4-5 years of relevant experience in the banking or financial services industry, preferably with exposure to wealth management and private banking.
- Proven experience in data analysis and MIS reporting.
- Proficient in MS Office tools e.g. Excel, Word, PowerPoint.
- Good understanding of governance and risk/control related matters.
- Excellent communication, presentation and interpersonal skills, with the ability to influence and collaborate with cross-department stakeholders.
- Proven track record of delivering high-quality results and solutions in a fast-paced and dynamic environment.