Associate, Trust Services

1 week ago

Tanjong Pagar, Singapore PreceptsGroup Full time

**A Unique Opportunity to Build a Career in the Niche World of Trusts & Estate Planning**
Are you looking for a career that combines client engagement, technical learning, and real-world impact? Join us as a Trust Associate, a role that offers a rare gateway into the specialised and growing field of trust and estate planning. This is not just another job in financial services; it is a chance to be part of a trusted industry that helps individuals and families shape their legacies.

**What will you do**:

- Guide clients in setting up bespoke trust structures tailored to their goals
- Explain trust options in a clear and empathetic way, supporting them through important life decisions
- Work alongside estate planners, will drafters, and legal counsel to prepare documents like Wills, LPAs, and Trust Deeds
- Coordinate the transfer of assets and funds into the trust structure
- Act as a key contact for clients and beneficiaries, gathering KYC/due diligence documents and facilitating signings
- Liaise with intermediaries and partners in the course of ongoing trust administration
- Conduct knowledge-sharing or training sessions for clients and partners
- Support wider trust operations and projects as needed

**What Makes You a Great Fit**:

- **Educated and Curious**: You hold a diploma or higher qualification and have a genuine interest in learning about trusts, estate planning, and wealth structuring.
- **Clear Communicator**: You’re articulate, confident, and able to communicate complex matters in a simple, empathetic way, both in writing and face-to-face.
- **Client-Centric Mindset**: You enjoy engaging with clients and partners, building trusted relationships, and providing thoughtful solutions.
- **Detail-Oriented and Organised**: You take pride in accuracy, follow-through, and maintaining high standards, especially when handling legal or financial documents.
- **Discreet and Professional**: You can be trusted with confidential information and handle sensitive matters with integrity and care.
- **Driven and Adaptable**: You’re eager to grow in a specialist field, open to continuous learning, and comfortable navigating new challenges.
- **Relevant Experience (a plus)**: Prior exposure to financial services, legal work, corporate services, or client advisory roles will help you hit the ground running, but is not a must.

**Why This Role is Unique**:

- **Specialised Expertise**: Gain deep knowledge in a niche area rarely taught in school, but in growing demand
- **Long-Term Career Growth**: Develop into a trust specialist, relationship manager, or estate planning advisor
- **Meaningful Client Work**: Help individuals and families safeguard their wealth across generations
- **Close-Knit Professional Team**: Work alongside legal, financial, and estate professionals in a collaborative setting
- **Structured Learning**: On-the-job training and mentorship in a field that blends technical and relational skills

If you’re looking for a meaningful, specialised, and growth-oriented role in professional services, we’d love to hear from you.

**Job Types**: Full-time, Permanent

Pay: From $3,000.00 per month

**Benefits**:

- Professional development
- Promotion to permanent employee

Schedule:

- Monday to Friday

Supplemental Pay:

- 13th month salary

Work Location: In person

Expected Start Date: 01/07/2025

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