Description
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
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