Wealth Planner Support - Private Bank
Selby Jennings
- Central Region, Singapore
- $90,000-150,001 per year
- Permanent
- Full-time
- Marketing Support
- Answer queries from Relationship Managers (RMs)/clients
- Coordinate with the Trust Company Administrators
- Coordinate with Insurance Brokers / Third Party Providers
- 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.
- Language Skills (Fluent in written and spoken English)
- Good inter-personal and communication skills / Interaction Skills (pro-marketing)
- Team Player
- Proactive, trustworthy and meticulous
- 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