Wealth Planner

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) in relation to client matters / structures, and reviewing...