Analyst, Wealth Planning Assistant, Private Banking - WPFOIS, Consumer Banking Group

DBS Bank Limited
Singapore, Singapore
20 Jan 2023
26 Jan 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Business Function

DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client's needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions.

Job Purpose
  • Responsible for managing projects and tasks assigned, ensuring that WPFOIS continues to be the thought leader in the arena of Wealth Planning and Family Office and to ensure that business operations continue to run smoothly amidst growth in the business momentum.
  • To work with various Stakeholders in the bank to implement and execute new initiatives by WPFOIS.
  • Support new growth initiatives by WPFOIS
  • Collate and facilitate cross business unit for data collation and ensure proper upkeep of data
1. Multi Family Office Foundry - Provide Administrative Support for the Investment Manager
  • Prepare documents for investors and directors to complete as part of VCC sub-fund subscription/redemption
  • Collaborate with Company Secretary and Fund Administrator on registration/winding up of sub-fund with ACRA
  • Follow through with KYC, account opening and funding/termination of the account
  • Maintain key data points and support MIS reporting
  • Track that all regulatory submissions are completed timely
2. Single Family Office Foundry - Provide MIS Support
  • Cross Business Unit collaboration for data collation and ensure proper upkeep of data
  • Prepare data for management reporting
3. Family Office - Gather and collate data from various stakeholders to prepare MIS reports to management on a monthly recurring basis

4. Summarise legal opinions, articles of interest and research latest developments in the area of Wealth Planning, Family Office and Insurance Solutions

5. Support administrative matters e.g. liaise with stakeholders of the VCC to ensure business operations within the VCC are running smoothly and highlight areas of concerns, track regulatory submissions are completed timely, coordinate meetings (where required).

  • Intermediate Excel skills, eg xlookup
  • Data Analytical Skills
  • Quick learning abilities
  • Good interpersonal & communication skills.
  • Ability to think analytically and problem solving across multiple dimensions.
  • Anticipates potential business issues and performs conflict resolution to implement effective solutions.
  • Good organisational skills
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We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.
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