全职 Projects Assistant Manager (Private Bank|Up to $7k) 工作, 薪水, Adecco 公司招聘中 - Ricebowl

Adecco is partnering with a leading bank to look for a Projects Assistant Manager

The Opportunity

• Adecco is partnering with a leading bank to look for a Projects Assistant Manager
• This will start off as a 12-month contract role

The Job

• Assist with the Wealth Planning Solutions Hub (WPSH)'s projects/initiatives including the development, implementation and maintenance of:
• The team's resource management databases;
• Legal templates, standard documents;
• Pitchbooks, Factsheets, Product Guides, Frameworks, Flowcharts;
• Internal guides or policies (where applicable);
• and identifying areas of improvement to legal precedents and developing new templates in line with business needs.
• Support the assessment / onboarding of complex structures and transactions including for new jurisdictions (as and when assigned and required) across the suite of wealth planning solutions including but not limited to trusts, family offices, insurance policies, philanthropic vehicles, and variable capital companies.
• Liaise with bank stakeholders (e.g. Trustee, Wealth Planning teams) and external legal and tax advisors.
• Assist with trainings for Relationship Managers, Wealth Planners & Trustee Trust Managers (TMs) through coordinating internal and external trainings conducted by external professionals.
• Support the review of legal and tax opinions.
• Assist with monitoring new laws, regulations, and developments relevant to the business and drafting updates via Wealth Planning Briefs and Fact Sheets on latest development with respect to the evolving regulatory and taxation environment in the Bank's core markets.
• Support the Head of WPSH, the team and the Bank's stakeholders on various Wealth Planning related strategic initiatives, with a lead role in:
• Managing project timelines, tracking and follow-ups; and
• Maintaining and updating WPSH's resource repository.
• Drive WPSH's AI strategy and development & implementation of AI tools.
• Handle any other work assigned from time to time by the Head of WPSH.

The Talent

• Tax, legal, or accountancy background is preferred.
• Experience in the private wealth space and familiarity with wealth planning solutions.
• Fluency in AI and leveraging on GenAI and Agentic AI tools.
• Adept at maintaining resource databases.
• Self-motivated individual who takes initiative.
• Strong drafting, analytical and communication skills.

Next Step

• We could contact you in the soonest time if you directly send your resume to: *************
• Email Topic: Apply Projects Assistant Manager
• We regret to inform that only shortlisted candidates will be contacted
  

Cecilia Sim Xin Yang

EA License No: 91C2918
Personnel Registration Number: R22105099