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Senior Wealth Planning Specialist M/F

Le 29 décembre

Critères de l'offre

  • Singapour
  • CDI
  • Temps Plein
  • Secteur : Banque, Finance, Assurances
  • Domaines d'expertise : Wealth , Planning , Documentation , Microsoft network , Wealth management Voir plus , Supervision , Environnement , Structure , Structuring , Evacuation , Support , Business reporting , Legal , Orientation , Advisory , Réseau , Manageur , AEOI , Crédit , Régulation , Information Technology , Changes , Interview , Angle , Risk Assessment , FATCA Voir moins
  • Niveau d'études : Bac+3, Licence générale, Licence professionnelle

L'entreprise : Crédit Agricole

Indosuez Wealth Management dispose d'un ancrage solide sur le continent asiatique. Ses racines remontent à plus d'un siècle à Singapour et à Hong Kong, alors que se créaient les implantations historiques de la Banque de l'Indochine. A partir de ces deux implantations, filiales de CA Indosuez (Switzerland) SA, près de 220 experts conjuguent leur connaissance de l'environnement régional avec les vastes expertises et possibilités d'action du réseau mondial Indosuez Wealth Management et du groupe Crédit Agricole.

Description du poste

Reporting to the Head of Wealth Planning, Singapore, the incumbent is expected to provide wealth structuring capabilities for internal and external clients ensuring the bank operates within a tax compliant environment.

The role is challenging and job responsibilities involve the following key areas, under the supervision of the Head of Wealth Planning Asia:

Client Wealth Planning Advisory :

  • Be able to independently provide wealth structuring and tax guidance to clients including recommending relevant structures and/or introduce the bank's network of Global Wealth Structuring departments in various jurisdictions.
  • Provide preliminary advice &/or guidance to Relationship Managers on client's estate planning needs and highlight preliminary tax/legal considerations.
  • Assist clients to articulate the characteristics of their requirements in wealth structuring matters to an approved external service provider and/or liaise with the bank's network of Global Wealth Structuring departments and assist with the follow-through on documentation and processes involving account opening.
  • Travel shall be required to support Relationship Managers in meetings.

Wealth Managers training :

  • Expected to conduct orientation and on-going training and/or arrange with external professional experts to conduct training for RMs on estate planning and trending issues such as tax updates.

Research and Development :

  • Perform accurate and updated research on tax and wealth structuring issues
  • Monitor tax and wealth structuring issues related to the evolution of regulations and tax treaties from an operational angle and provide regular updates.
  • Efficiently communicate changes and updates to the tax experts network

Tax Risk Assessment :

  • Review potential and or existing structure(s) to ensure it is tax compliant with the ever changing global tax laws and group policies (e.g. FATCA, CRS, and AEOI).
  • Conduct and provide tax conformity analysis & internal memorandum for Account Opening Committee, Credit Committee etc. based on file review conducted, interview and issues researched.

Salaire et avantages

Salaire : Salaire selon profil


Référence : 2020-51981