Senior Wealth Planner

You will provide direct support to the North Asia teams and will present relevant training and regular reporting to RMs and proactively build strong and trusting partnerships with RMs and other selected specialists.  You will attend and contribute at meetings, business development working groups etc. with RMs and maintain careful watch on developments in specific market(s) allocated, as well as communicate these efficiently and timely to the Regional Head and RMs for action and briefing to clients where necessary.  You will participate in meetings and discussions with Clients, RMs and professional advisers in developing relationship and solutions, and travel will be required and in this regard, the bank’s Cross Border principles and Country manuals must be respected.

You will ensure that all wealth planning solutions proposed are compliant with Trust and Fiduciary Services Key Principles, especially with regard to any solution, which has tax optimization as a key objective.  You will ensure that external legal and/ or tax advice is obtained in accordance with the policies of the respective sites where the prospective structure is to be introduced.  You will also ensure that all formalities and documentation is completed, checks are conducted to comply with requirements of respective sites.  You will be responsible for the implementation of operational control policies and procedures in day-to-day business activities such as Control Plan, and ensure that team members comply with the regulatory and internal guidelines.  You will also be responsible for reporting of all incidents according to the incident management system.

Pre-requisites:

April 14, 2013 • Tags: , • Posted in: Financial

Leave a Reply

You must be logged in to post a comment.