Wealth Planning Executive / Senior Executive

ZEDRA TRUST COMPANY (SINGAPORE) LIMITED; Singapore; On-site; SGD 100,000 - 125,000; Full time

Job summary

A financial services company in Singapore is looking for a Wealth Planning Executive to support the onboarding of high net worth individuals as trust clients. Responsibilities include liaising with private banks, preparing onboarding documents, and maintaining client records. Candidates should have good analytical and writing skills, and proficiency in English and Mandarin is preferred.

Qualifications

• Experience and knowledge in bank account opening.
• Familiarity with the legal, trust, or private banking industry is advantageous.
• Proficient in English and Mandarin.

Responsibilities

• Support the onboarding of high net worth individuals as trust clients.
• Liaise with private banks to set up bank accounts.
• Prepare internal client onboarding documents.
• Create and maintain client records using NavOne.
• Perform name screening per MAS guidelines.

Skills

Writing skills

Analytical skills

Familiarity with private banking

Proficiency in Mandarin

Tools

NavOne (CRM software)

RiskScreen

Job description

Overview

Purpose of Role

The Wealth Planning Executive will :

1) Support the Wealth Planning team in the onboarding of high net worth individuals as trust clients. Focusing on opening bank accounts with various Private Banks in Singapore, Hong Kong and other jurisdictions.

Key Accountabilities

• Liaise with various private banks in the region to setup private bank accounts
• Prepare of internal client onboarding documents
• Create and maintain client records using NavOne (CRM software)
• Performing name screening and analysing screening results for potential clients according to MAS guidelines on anti-money laundering and countering financing of terrorism (using RiskScreen)
• Scanning & organising documents into shared folders
• Sorting & Filing of physical documents
• Printing and binding of marketing materials
• Other office administrative and clerical works including photocopying, arranging of courier, arranging for notary etc…

Knowledge and Experience

• Familiarity with legal, trust or private banking industry will be advantageous.
• Experience and knowledge in bank account opening
• Good writing and analytical skills.
• Proficient in English and Mandarin.