Reporting Line Wealth Planning Director

Title Associate

Place of work Singapore

Deputy Peer Wealth Planner

Responsibilities

- Working closely with the Client Services teams in order to provide guidance on complex trust structures, portfolio restructures and the preparation of technical correspondence.

- Managing internal client and assets acceptance procedures, preparation of necessary documents for the clients and structures on-boarding, interaction with compliance, legal and wealth planning colleagues with respect thereto

- Participation in wealth planning reviews of the existing fiduciary structures

- Preparation of trust-related documents for setting-up new fiduciary structures and
implementing changes in the existing fiduciary structures in close collaboration with relevant Wealth Planning team members group-wide

- Liaising with client advisors(including lawyers, accountants and other advisors) ...