Projects Assistant Manager, Wealth Planning Solutions | Contract | Bank

manpower staffing services (singapore) pte ltd; Singapore; On-site; SGD 90,000 - 130,000; Full time

Job summary

Manpower Staffing Services (Singapore) Pte Ltd is seeking a skilled professional to support the Wealth Planning Solutions Hub. The role focuses on developing resources, templates, and knowledge bases to align with regulatory changes and business needs.

You will coordinate with legal and tax advisors, manage documentation frameworks, and contribute to AI-enabled productivity initiatives across wealth planning structures and jurisdictions.

Qualifications

• Bachelor's Degree in a related discipline.
• 3–7 years of experience in Private Banking, Wealth Management, Trust Services or related field.
• Familiarity with wealth planning structures and solutions including trusts, family offices, insurance structures, philanthropic entities, and succession planning.
• Experience leveraging Generative AI (GenAI), Agentic AI, and AI-enabled productivity tools.
• Experience managing resource repositories, knowledge management platforms, databases, or documentation frameworks.
• Excellent project coordination and stakeholder management skills with the ability to manage multiple initiatives.

Responsibilities

• Support development, implementation, maintenance, and enhancement of Wealth Planning Solutions Hub resources and knowledge repositories.
• Maintain and update legal templates, precedents, and internal materials ensuring alignment with regulatory developments and business needs.
• Develop and maintain pitchbooks, product guides, factsheets, and training materials.
• Assist in onboarding and implementation of wealth planning transactions across jurisdictions.
• Support wealth planning structures involving trusts, family offices, insurance structures, and fiduciary arrangements.
• Liaise with external counsel, tax advisors, and service providers on wealth planning matters.
• Review and analyze legal and tax opinions relevant to wealth planning structures.
• Organize training sessions and knowledge-sharing for Relationship Managers and Wealth Planners.
• Monitor regulatory developments and prepare updates and publications for internal stakeholders.
• Support strategic projects and coordinate across stakeholders.
• Drive adoption of AI solutions to improve productivity and knowledge management.

Skills

GenAI experience

AI productivity tools

Project coordination

Stakeholder management

Resource repositories

Education

Bachelor's Degree in Law/Accounting/Taxation/Finance/Business/Economics

Tools

Knowledge management platforms

Databases

Job description

Key Responsibilities

• Support the development, implementation, maintenance, and enhancement of the Wealth Planning Solutions Hub's resources, databases, templates, and knowledge repositories.


• Maintain and update legal templates, standard documentation, precedents, and internal resource materials, ensuring alignment with business requirements and regulatory developments.


• Develop and maintain pitchbooks, product guides, factsheets, frameworks, flowcharts, training materials, and other business support resources.


• Identify opportunities to enhance existing legal precedents, frameworks, and documentation, while supporting the development of new templates and resources.


• Assist in the assessment, onboarding, and implementation of complex wealth planning structures and transactions across multiple jurisdictions.


• Support wealth planning solutions involving trusts, family offices, insurance structures, philanthropic vehicles, variable capital companies (VCCs), and other fiduciary arrangements.


• Liaise with external legal counsel, tax advisors, and professional service providers on wealth planning matters and strategic initiatives.


• Support the review and analysis of legal and tax opinions relevant to wealth planning structures and transactions.


• Assist in organizing and coordinating training sessions, workshops, and knowledge-sharing initiatives for Relationship Managers, Wealth Planners, and Trust Managers.


• Monitor legal, tax, regulatory, and industry developments across key markets and prepare updates, briefing papers, factsheets, and wealth planning publications for internal stakeholders.


• Support strategic projects and business initiatives led by the Head of WPSH, including project coordination, implementation tracking, status reporting, and stakeholder management.


• Drive the adoption of AI, GenAI, and Agentic AI solutions within the Wealth Planning Solutions Hub to improve productivity, knowledge management, and operational efficiency.


• Support innovation initiatives involving AI tools, automation opportunities, and digital transformation projects within the wealth planning function.

Requirements

• Bachelor's Degree in Law, Accounting, Taxation, Finance, Business, Economics, or a related discipline.


• Minimum 3 to 7 years of experience within Private Banking, Wealth Management, Trust Services or any related field.


• Familiarity with wealth planning structures and solutions, including trusts, family offices, insurance structures, philanthropic entities, and succession planning arrangements.


• Practical experience in leveraging Generative AI (GenAI), Agentic AI, and AI-enabled productivity tools.


• Experience managing resource repositories, knowledge management platforms, databases, or documentation frameworks.


• Excellent project coordination and stakeholder management skills with the ability to manage multiple initiatives simultaneously.