Trust Relationship Manager
7 days ago
Trust Relationship Manager will be responsible for a portfolio of trusts and/or companies structures.
- Responsible for daily administration of trust and/or companies, including preparing letter of requests, preparing trust review packs for clients meeting, reviewing of letter of wishes, account opening, insurance transfer/purchases, property transfer/purchases etc, revocation, termination.
- Responsible for drafting of appropriate trustee and company minutes and resolutions for structures under care
- Review the accuracy of data recording in the trust system, input by Trust administrator.
- Review periodic reviews deck, investment review and transaction reports prepared for structures under care
- Interact and liaise with private bankers, intermediaries and clients on trust and/or company matters
- Conduct trust review with settlors
- Attend client meetings independently for structures under care or with Senior Trust Manager for complex structures
- Attend to clients’ matters promptly and provide solutions to clients’ queries
- Participation in ad-hoc projectsAct in accordance with core values (Lasting Value, Integrity, Forward-looking, Respect, Responsibility) of the organisation, and demonstrate the highest standards of business and personal conduct.
**Requirements**:
- Min 4 - 8 years of trust administration experience
- STEP Diploma or a WMI Certificate in Trust Services preferred
- Familiar with local governing trust laws and regulations; and standard AML policies and requirements by Financial Institutions.
- Strong communication and interpersonal skills
- Able to work with little supervision, and has initiative to complete work independently
- Manage clients’ expectations and suggest / provide solutions
- Good time management and organizational skills.
- Eye for details and able to manage multiple priorities.
- Team player
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