Senior Trust Officer

4 weeks ago

Singapore TRUST RECRUIT PTE. LTD. Full time
Roles & Responsibilities

The role includes business development, trust administration, client relationship management and client advisory.

Business Development of Trust Services:

  • Attend to client enquiries, attend meetings with prospective clients, prepare proposals for new business, and assist in business development activities.
  • Ensure that new business acquired are in compliance with regulatory requirements and to reject business with unacceptable business or reputational risks.
  • Active involvement with initial client on-boarding process, be responsible for the collection of the establishment fee and to liaise with clients on trust set-up and initial asset injection.

Trust Administration, Client Relationship Management and Client Advisory:

  • Act as point of contact for clients, liaise with clients on the administration of trust accounts.
  • Day-to day duties includes attend to client queries, coordinate trust account activities, carry out trustee function, and properly document the account files.
  • Carry out day-to-day unit trust administration duties for unit trust accounts and ensure that net asset valuation reports are prepared and delivered to unitholders on timely basis.
  • Assist in the opening of banking and custodian accounts on behalf of trust accounts.
  • Conduct periodic review of assigned trust accounts to ensure that they are being administered in accordance with company policies, jurisdiction and legal requirements.
  • Ensure that all accounts met regulatory requirements and to report any breaches.
  • To acquire and enhance technical skills where required, keep abreast of market developments.
  • Acting as Deputy for Senior Manager.
  • Supervise junior and senior trust officers.

Requirements

  • Minimum 5 years of working experience for Senior Trust Officers, in wealth planning, trust and other fiduciary services. Working experience is unit trust administration preferred.
  • Professionally qualified – STEP or ICSA or studying towards the qualification.
  • Strong technical knowledge in trust, tax, accounting and company law.
  • Able to assist in reviewing of trust and related documentation.

HOW TO APPLY:

Interested applicants, please click on "Apply Now". We regret only shortlisted candidates will be notified.

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Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Khor Khang Qin

EA Personnel Reg No: R22109669

Tell employers what skills you have

Company Law
Trust Services
Valuation
Tax Accounting
Relationship Management
Wealth
Administration
Compliance
Trust Administration
Banking
Regulatory Requirements
Business Development

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