Associate, Trust

1 week ago

Singapore PRECEPTS TRUSTEE LTD. Full time

**Roles & Responsibilities**:

- Assists clients with formation of new trust accounts
- Provide advice concerning types of trusts and arrangements that are best suited for the situation
- Collaborate with clients, estate planner/introducer, and Will drafter to draft Will, LPA and trust documents specifying trust and estate provisions, duration, and other matters
- Facilitates the process of transferring funds and assets to trust
- Promotes the trust services to clients, estate planner/introducer
- Conducts training/sharing sessions
- Liaise with clients, eneficiaries, collecting due diligence documents and arrangement of documents for signing
- Liaise with intermediaries in relation to services related to trust administration.
- Performs other related duties as assigned

**Preferred Competencies**:

- Conversant in English
- Education and qualification: Diploma and above
- Excellent verbal and written communication skills
- Ability to identify appropriate options for clients in estate planning and trust services
- Ability to maintain confidentiality
- Ability to maintain tact, composure, and professionalism when situations become stressful
- Meticulous and shows pride in the accuracy of work
- Prior background in client facing work preferred

**Work Arrangements**:

- Location: Central (Tanjong Pagar)
- 5-Day Work Week

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