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Junior / Trust / Senior Trust Officer - Fund

3 weeks ago

Central Singapore Emprego SG Full time

**Location**
- Singapore, Central Singapore**Job Type**
- Full Time**Salary**
- $3,000 - $6,000 Per Month**Date Posted**
- 2 hours agoAdditional Details

**Job ID**
- 103602**Job Views**
- 1Roles & Responsibilities
- **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 Associate Director.
- Supervise junior and trust officers.
- Any additional ad-hoc tasks/projects assigned.

**Requirements**:

- Minimum 5 years of working experience 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.
- Proactive, responsible, attention to detail, strong decision making and organizational skills,

strong client relationship management and interpersonal skills, good presentation and

negotiation skills.
- Have at least 5 years of experience in Trust Industry.

Tags

junior

trust

senior

trust

officer

fund

administration