Salary: $3,800 – $5,600 per month
Job Description
Roles & Responsibilities
Assist with the 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)
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 and DBS 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 updated WPSH's resource repository
Drive WPSH's AI strategy and development and implementation of AI tools.
Handle any other work assigned from time to time by the Head of WPSH.
Job Requirements
Experience in the private wealth sector, for instance, in roles involving or connected with professional services dealing with high net worth individuals, trust companies, wealth planning teams of private banks, family advisory firms, tax advisory firms, etc.
Strong understanding of and familiarity with wealth planning solutions such as the trust structures, family office solutions, variable capital company, liquidity planning, etc.
Tax, legal, or accountancy background is preferred but not mandatory.
Fluency in AI (is preferred but not mandatory) and ability to leverage on GenAI and Agentic AI tools.
Adept at maintaining resource databases.
Self-motivated individual who takes initiative.
Strong drafting, analytical and communication skills.
Solution oriented with an eye for accuracy.
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PERSOL Singapore Pte Ltd • RCB No. 200007268E • EA License No. 01C4394 • EA Registration No. R1877971 (Derrick Tiew Yong Han)