Projects Assistant Manager, Wealth Planning Solutions | Contract | Bank

Key Responsibilities

• Support the development, implementation, maintenance, and enhancement of the Wealth Planning Solutions Hub's resources, databases, templates, and knowledge repositories.
• Maintain and update legal templates, standard documentation, precedents, and internal resource materials, ensuring alignment with business requirements and regulatory developments.
• Develop and maintain pitchbooks, product guides, factsheets, frameworks, flowcharts, training materials, and other business support resources.
• Identify opportunities to enhance existing legal precedents, frameworks, and documentation, while supporting the development of new templates and resources.
• Assist in the assessment, onboarding, and implementation of complex wealth planning structures and transactions across multiple jurisdictions.
• Support wealth planning solutions involving trusts, family offices, insurance structures, philanthropic vehicles, variable capital companies (VCCs), and other fiduciary arrangements.
• Liaise with external legal counsel, tax advisors, and professional service providers on wealth planning matters and strategic initiatives.
• Support the review and analysis of legal and tax opinions relevant to wealth planning structures and transactions.
• Assist in organizing and coordinating training sessions, workshops, and knowledge-sharing initiatives for Relationship Managers, Wealth Planners, and Trust Managers.
• Monitor legal, tax, regulatory, and industry developments across key markets and prepare updates, briefing papers, factsheets, and wealth planning publications for internal stakeholders.
• Support strategic projects and business initiatives led by the Head of WPSH, including project coordination, implementation tracking, status reporting, and stakeholder management.
• Drive the adoption of AI, GenAI, and Agentic AI solutions within the Wealth Planning Solutions Hub to improve productivity, knowledge management, and operational efficiency.
• Support innovation initiatives involving AI tools, automation opportunities, and digital transformation projects within the wealth planning function.

Requirements

• Bachelor's Degree in Law, Accounting, Taxation, Finance, Business, Economics, or a related discipline.
• Minimum 3 to 7 years of experience within Private Banking, Wealth Management, Trust Services or any related field.
• Familiarity with wealth planning structures and solutions, including trusts, family offices, insurance structures, philanthropic entities, and succession planning arrangements.
• Practical experience in leveraging Generative AI (GenAI), Agentic AI, and AI-enabled productivity tools.
• Experience managing resource repositories, knowledge management platforms, databases, or documentation frameworks.
• Excellent project coordination and stakeholder management skills with the ability to manage multiple initiatives simultaneously.

Interested candidates may send in their resume and cover letter directly to [email protected] (R1434374), stating the position as the subject title in the email.

Jireli Gem Mejia Cabria | EA License No. 02C3423 | Personnel Registration No. R1434374

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