Fiduciary Services Professional

2 weeks ago

Singapore beBeeTrust Full time $80,000 - $120,000
As a professional in the financial services industry, you will be responsible for managing and administering trusts. The role requires strong technical knowledge of trust, tax, accounting, and company law.
Key responsibilities include attending to client enquiries, attending meetings with prospective clients, preparing proposals for new business, and assisting in business development activities. You will also ensure that new business acquired are in compliance with regulatory requirements and reject business with unacceptable business or reputational risks.
The day-to-day duties include acting as point of contact for clients, liaising with clients on the administration of trust accounts, and carrying out trustee functions. You will also supervise junior and senior trust officers and assist in reviewing of trust and related documentation.
The ideal candidate should have minimum 2 years of working experience in wealth planning, trust, and other fiduciary services. They should also be professionally qualified or studying towards a qualification such as STEP or ICSA.
We are looking for individuals who can start work within short notice preferred. If you are a detail-oriented and organized individual with excellent communication skills, then this is the perfect opportunity for you to join our team as a Trust Officer.
Requirements
  • Minimum 2 years of working experience in wealth planning, trust, and other fiduciary services.
  • 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.

Benefits

This role offers an exciting opportunity to work in a dynamic and fast-paced environment. As a Trust Officer, you will have the chance to develop your skills and expertise in trust administration, client relationship management, and business development.


Others

Acting as Deputy for Senior Manager. Any additional ad-hoc tasks/projects assigned.

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