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
