Wealth Planning Administrator

  • Competitive salary package
  • Hong Kong
  • Permanent, Full time
  • Bank of Singapore
  • 21 Nov 17 2017-11-21

The incumbent will assist on the administration of the wealth planning team.

Responsibilities:

  • To prepare presentations for wealth planning marketing materials / ad hoc clients presentations
  • To assist in fronting insurance queries on documentations, transfer of insurance from Front Office
  • To assist on preparation of trust documents and printing of marketing materials
  • To coordinate and liaise with approved brokers on day to day case processing matter as well as track annual insurance review and tabulate insurance commission reports.
  • To coordinate and ensure training is arranged for Front Office, as per deliverables in workplan.
  • To assist in key workplan initiatives
  • To assist, review and streamline current insurance processes
  • To assist head of wealth planning in completion of monthly updates for management: KPI tracking report, Workplan tracking report

Requirement:

  • Preferably, not pre requisite, to have experience trust or insurance products
  • Pleasant, meticulous and wiling to learn
  • Minimum qualification: University graduate
  • Advance excel and PowerPoint capabilities
  • Bilingual in English, Mandarin and Cantonese