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  1. Go to Settings.
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  4. Click JavaScript.
  5. At the top, turn on or off Allowed (recommended).
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Jobs or company...

Wealth Planning Support

Salary undisclosed

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About ZEDRA

ZEDRA is a licensed trust company in Singapore regulated by the Monetary Authority of Singapore “MAS”.

Our experienced teams deliver tailored high-quality advice to companies and family businesses expanding overseas on a range of corporate, global expansion, accounting, tax, global mobility, payroll and HR matters.

We also support high net worth individuals and their families seeking diversified active wealth solutions, as well as asset managers and their investors.

Purpose of Role

The Wealth Planning Support will :

1) Support the Wealth Planning team in the onboarding of high net worth individuals as trust clients.

Key Accountabilities

· Performing name screening and analysing screening results for potential clients according to MAS guidelines on anti-money laundering and countering financing of terrorism (using RiskScreen)

· Preparation of client onboarding documents

· Liaise with various private banks in the region to setup private bank accounts

· Create and maintain client records using NavOne

· Sorting & Filing of physical documents

· Scanning & organising documents into shared folders

· Printing and binding of marketing materials

· Other office administrative and clerical works including photocopying, arranging of courier, arranging for notary etc…

Knowledge and Experience

· Familiarity with trust or private banking industry will be advantageous.

· Experience and knowledge in name screening and source of wealth documentation.

· Good writing and analytical skills.

· Proficient in English and Mandarin.

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