Associate/Senior Asscoiate, Wealth Planning Assistant, Private Banking, Consumer Banking Group [...]

We are looking for an Associate/Senior Associate, Wealth Planning Assistant in the Private Banking, Consumer Banking Group at DBS Bank.

The Wealth Planning Assistant (Junior) role supports the WPFOIS team by delivering accurate, timely, and compliant Trust establishment for Wealth Planners’ and insurance post sales servicing. The role focuses on day-to-day processing and coordination with internal and external stakeholders, and operational support to ensure smooth Trust establishment and policy servicing.

• Trust Establishment Administration: Collation of information from Front Office for Trust Establishment, preparation of documents, follow through to submission including Vistra company incorporation and coordination with Trust Manager to ensure Trust Inception.
• Insurance Post Sales Administration: Support post-sale servicing including preparing insurance review packs and ad hoc policy changes, data keeping o...