Family Office Solutions & Advisory Specialist

Job description

Tasks

• Developing innovative solutions to anchor and attract assets from Asian family office clients and global families looking to establish a Single Family Office (SFO) in Singapore
• Supporting relationship managers, clients and prospects in the development of solutions
• Integration of customer engagement and marketing for the SFO offering, including regional roadshows to promote the offering
• Proposing innovative and customized solutions and connecting customers with first-class service providers
• Support FOSA mandates as a link between relationship managers/clients and the bank's global product and solution capabilities
• Regular dialog with various front-line representatives to stay abreast of customer needs and requirements
• Collaborate with the UHNW Center of Excellence and other functions to ensure products and services offered remain relevant and competitive

Key features and responsibilities

Stakeholder management

• Contribution to strengthening team spirit and promoting a collaborative working environment
• Engagement with internal and external stakeholders to ensure the delivery of expert services to clients
• Coordination of projects with multiple stakeholders

Customer management (internal and external)

• Regular consultation with front-line representatives to keep abreast of customer needs and requirements
• Supporting relationship managers at important client meetings
• Customer complaint solution
• Support in the development and partnership process for innovative solutions to attract and anchor assets

Regulation and risk management

• Adherence to all legal, regulatory and compliance standards/requirements
• Observance of all relevant local user manuals
• Carrying out relevant internal control audits and reporting

Requirements

Personal and social

• Ability to effectively manage internal and external stakeholders
• Excellent communication skills, empathetic personality, charisma and persuasiveness
• Open and accessible
• Results-oriented and able to multi-task effectively in a fast-paced environment
• Ability to engage with customers and colleagues from different backgrounds

Professional and technical

• Successful implementation of cross-border structures
• Broadbase of financial knowledge related to tax and estate planning, financial planning, accounting, banking and investments
• Experience in structuring pre-IPO trusts and structures to maintain operating companies
• High level of Mandarin language skills an advantage
• Ability to deal with ambiguities
• Representing the interests of the Bank and its shareholders

We offer