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.
- 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
- 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