In this role would be responsible for the following;
- Assist Department Head in servicing high net worth clients with offshore trust structuring, multi-jurisdictional tax planning, asset succession strategies and the set-up of family office in HK and SG
- Works closely with Department Head and Private Wealth Advisors to service relationships with existing clients by identifying and meeting their Wealth Planning needs
- Serves as first point of contact for Private Wealth Advisors' enquiries relating to the range of wealth planning solutions offered by the Bank, including but not limited to Insurance Premium Financing
- Preparation of presentation material to facilitate discussion with existing and prospect clients of the Bank
Requirements
- Ideally previous experience working in a private bank, trust company, legal or CPA firm.
- Good inter-personal and communication skills / Interaction Skills
- Team Player
- Ability to multi task and deal with intermediaries and colleagues on basic enquiries.
