Assistant Trust Relationship Manager

1 week ago

Singapore Bank of Singapore Full time

At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today

Bank of Singapore opens doors to new opportunities.

Start your career with Bank of Singapore Trustee as an
**Assistant Trust Relationship Manager - New Business**
- BOS Trustee is the trust company owned by Bank of Singapore. Headquartered in Singapore and regulated by MAS.
- The company provides trust administration and advisory services. Wealth planning is provided by a team of wealth planners located inside the bank.
- The incumbent will review and deal with onboarding new business within BOS Trustee Limited.

**Main duties**:

- Review the new business documentation requirement and completeness.
- Review corroborative evidence, source of wealth, source of funds and AML information.
- To ensure that screenings are completed and the adverse news hits have been appropriately identified and cleared
- Maintaining relevant spreadsheets to track and record on the businesses onboarded.
- Ensure all relevant onboarding checklists are completed.
- Preparing of Resolutions and documents to properly onboard the trust
- Ensure that all relevant Trust information are keyed into NavOne (trust computer database) accurately.
- Work closely with Relationship Managers of BOS to facilitate the execution of the account opening documents.
- Ensure that all client files are stored and maintained accordingly.
- Supports the wealth planners with expertise on trust matters.
- Ensure smooth transition of new trust to Trust Relationship Manager
- Ensure prompt turnaround of all new business and setting up of structure.
- Liaise with wealth planning and front office as required.
- Review and update new business procedures annually.
- Act 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.

**Qualifications**
- Degree/Diploma holders are welcome to apply.
- 5 to 7 years of trust/banking/financial industry experience is an advantage.
- Good communication and interpersonal skills.
- Able to work with mínimal supervision
- Good time management and organizational skills.
- Meticulous and able to manage multiple priorities.
- Team player

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