Trust Advisory Business Specialist

6 days ago


Singapore beBeeRisk Full time $120,000 - $180,000
Trust Advisory Business Specialist

We are seeking an experienced Trust Advisory Business Specialist to join our team in the Private Banking Sector. This is a permanent role that will cover Family Offices and provide expert advice on structured account conversions, account administration, and risk management.

Key Responsibilities:
  • Analyzes client circumstances, objectives, limitations/nuances to recommend appropriate structures.
  • Ensures accounts are managed according to client objectives.
  • Updates account structure to reflect changes in regulations and policies.
Sales Functions (50%):
  • Monitors and reports account performance, management, and administration.
  • Reviews structures and assets to ensure achievement of objectives and compliance with client mandates.
Administrative Functions (50%):
  • Ensures compliance of accounts and processes with rules, regulations, and laws.
  • Manages risk exposures within Bank's capacity and aligns with client's risk profile and tolerance.
  • Stays updated on latest market developments and government policies affecting operations.

This role requires a strong understanding of financial markets, risk management, and regulatory compliance. If you have experience working with high net worth individuals and families, and are looking for a challenging and rewarding role, please apply.



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