Roles & Responsibilities
• Assist Head of Wealth Planning Competency Centre with the development and implementation of
o Legal template, standard documents
o Product Guides, Frameworks, Flowcharts
o Internal guides or policies (where applicable)
and identifying areas of improvement to legal precedents and develop new templates in line with business needs.
• Support in Complex Structures assessment / onboarding and Transactions
• Liaise with bank stakeholders (e.g. Trustee, Wealth Planning teams) and external legal and tax advisors
• Assist with trainings for RMs, WPs & Bank’s Trust Managers (TMs) through coordinating internal and external trainings conducted by external professionals
• Review, comment and analyze legal and tax opinions
• Assist with monitoring new laws and regulations, development relevant to the business and drafting updates via Wealth Planning Brief and Fact Sheet on latest development with respect to regulatory and taxation environment
• Support Head of Wealth Planning Competency Centre with Bank’s stakeholders on strategic initiatives with a Wealth Planning Focus
• Handle any other work assigned from time to time by Head of Wealth Planning Competency Centre
Job Requirements/Skills and Qualifications:
• Degree in law or accountancy / STEP qualified (preferred)
• Several years of experience working as in-house counsel or preferably with prior experience in the knowledge management division of a law firm
• Solution oriented with an eye for accuracy
“This is in partnership with the Employment and Employability Institute Pte Ltd (“e2i”).
e2i is the empowering network for workers and employers seeking employment and employability solutions. e2i serves as a bridge between workers and employers, connecting with workers to offer job security through job-matching, career guidance and skills upgrading services, and partnering employers to address their manpower needs through recruitment, training, and job redesign solutions. e2i is a tripartite initiative of the National Trades Union Congress set up to support nation-wide manpower and skills upgrading initiatives. By applying for this role, you consent to A-IT Software Services Pte Ltd’s PDPA and e2i PDPA.
