We are seeking a proactive and detail-oriented Projects Assistant Manager to join our Wealth Planning Solutions Hub. This role focuses on supporting the development, implementation, and maintenance of resources, legal templates, and strategic initiatives across the bank's wealth planning solutions, including trusts, family offices, philanthropic vehicles, and variable capital companies.
Contract: 12 months
Salary up to $7000
Location: Central
Key Responsibilities:
- Assist in WPSH projects/initiatives, including development and maintenance of:
Resource management databases
Legal templates and standard documents
Product guides, frameworks, and flowcharts
Internal guides or policies, identifying areas of improvement and developing new templates in line with business needs - Support the assessment and onboarding of complex structures and transactions across wealth planning solutions.
- Liaise with internal stakeholders (Trustee, Wealth Planning teams) and external legal/tax advisors.
- Assist in organizing and coordinating training for Relationship Managers, Wealth Planners, and DBS Trustee Trust Managers, including external professional-led sessions.
- Review, comment, and analyze legal and tax opinions.
- Monitor new laws, regulations, and developments draft updates via Wealth Planning Briefs and Fact Sheets.
- Support the Head of WPSH and team on strategic initiatives, including managing project timelines, tracking, and maintaining the WPSH resource repository.
- Undertake other ad hoc tasks as assigned by the Head of WPSH.
Job Requirements / Skills & Qualifications:
- Some experience in the private wealth space, with familiarity in wealth planning solutions.
- Legal background (including paralegal experience) or training in accountancy is preferred but not mandatory.
- STEP qualification is preferred but not mandatory.
- Proficiency in AI and leveraging GenAI tools.
- Strong organizational skills and adept at maintaining resource databases.
- Self-motivated and able to take initiative.
- Strong drafting, analytical, and communication skills.
- Solution-oriented with a strong eye for accuracy.
PERSOLKELLY Singapore Pte Ltd . RCB No. 200007268E EA License No. 01C4394 . EA Registration No. R21103542 (Ling Kai Jin)
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