Wealth Planning Support, Private Bank

about the company
Our Client is a renowned Private Bank with global footprints.

about the job

• Support the wealth planning specialists in their day to day tasks
• Coordination of internal and external meetings
• Liaise with front office team members on travel arrangements and expenses claims
• Assisting in front office requests
• Liaise with insurers and trusts on general enquiries

skills and experience required

• >2 years of experience in banking/financial services
• Understanding of trust and private client advisory
• Familiar with insurance solutions for high net worth clients
• Ability to work in a fast paced environment
• Team player
• Proficiency in MS office applications

To apply online please use the apply function.
Charlene Lin (EA: 94C3609 | R21100955)