Trust Relationship Manager

5 days ago


Singapore BOS TRUSTEE LIMITED Full time
Roles & Responsibilities

Trust Relationship Manager will be responsible for a portfolio of trusts and/or companies structures.

  • Responsible for daily administration of trust and/or companies, including preparing letter of requests, preparing trust review packs for clients meeting, reviewing of letter of wishes, account opening, insurance transfer/purchases, property transfer/purchases etc, revocation, termination.
  • Responsible for drafting of appropriate trustee and company minutes and resolutions for structures under care
  • Review the accuracy of data recording in the trust system, input by Trust administrator.
  • Review periodic reviews deck, investment review and transaction reports prepared for structures under care
  • Interact and liaise with private bankers, intermediaries and clients on trust and/or company matters
  • Conduct trust review with settlors
  • Attend client meetings independently for structures under care or with Senior Trust Manager for complex structures
  • Attend to clients’ matters promptly and provide solutions to clients’ queries
  • Participation in ad-hoc projects
  • Act in accordance with core values (Lasting Value, Integrity, Forward-looking, Respect, Responsibility) of the organisation, and demonstrate the highest standards of business and personal conduct.


Requirements

  • Min 4 - 8 years of trust administration experience
  • STEP Diploma or a WMI Certificate in Trust Services preferred
  • Familiar with local governing trust laws and regulations; and standard AML policies and requirements by Financial Institutions.
  • Strong communication and interpersonal skills
  • Able to work with little supervision, and has initiative to complete work independently
  • Manage clients’ expectations and suggest / provide solutions
  • Good time management and organizational skills.
  • Eye for details and able to manage multiple priorities.
  • Team player

Tell employers what skills you have

Wealth Management
Trust Services
Interpersonal Skills
Private Banking
Administration
Solution Selling
Trust Administration
Banking
Team Player
Financial Risk

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