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At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group's global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!
Bank of Singapore opens doors to new opportunities. Start your career with Bank of Singapore as a Wealth Planning Specialist!! This Singapore based position is responsible for the marketing of holistic wealth planning solutions e.g. trusts in selected markets and all associated business development of new wealth planning products and services and training of RMs/MAs in primarily the SG, MY and Indonesia market. The candidate will report to Head of Wealth Planning based in Singapore.
Responsible for setting up of legally compliant trusts, offshore SPVs, private exempt funds and other wealth planning structures for HNW & UHNW clients consistent with clients' estate planning, asset protection and tax minimization objectives, the latter in tandem with clients' legal advisors where appropriate.
Responsible for spearheading new business development for wealth planning trust and insurance business with specific focus on addressing the needs of HNW & UHNW clients in assigned markets (tentatively designated as Malaysia, Japan and other markets as may be assigned from time to time by the Head of Wealth Planning Trust & Insurance), including launching of new trust & other wealth planning products and strategies, new insurance strategies & products, the latter in tandem with licensed insurance brokers.
Responsible for supporting all RMs in the Malaysia & Japan markets and other markets as may be assigned from time to time by the Head of Wealth Planning Trust & Insurance in the development of business development channels through client presentations and training of channel counterparties
Responsible for marketing of all wealth planning & trust services to BOS clients through collaboration with BOS RMs in Singapore, Malaysia, Japan and other selected markets, proficiency in Chinese and Bahasa languages would be a distinct advantage
Qualifications Work Experience Requirements
Minimum of 7 years working experience as an accredited Wealth Planner & Trust Specialist preferably in a global private bank environment
Ability to independently drive wealth planning trust and insurance business for the assigned markets while working in sync with overall direction and objectives established by the Head of Wealth Planning Trust & Insurance based in Singapore
Familiarity with complex structures eg Pre IPO Trusts, Private Trust Companies, Family Office & Family Business Governance planning preferred
Tertiary Education with preferably a legal or tax/accounting degree
STEP Qualified or pursuing accreditation as a STEP qualified wealth planner