Director, Client Services

Our Client is an international independent trust company, and is seeking a Director, Client Services for managing their private client service division of the Singapore office.

Main Purpose

The primary functions of the Director, Client Services ("DCS") are:

• To provide a full scope of client services to a portfolio of international trusts and companies that comprise several VIP international client relationships for the Singapore office, including some UHNW family office clients.
• The successful candidate may be required to act as the primary contact within the Singapore office for these clients, supported by his/her team of Senior officers, officers and junior officers.
• To develop new business by regularly visiting designated markets and meeting with intermediaries and potential clients. It should be noted, however, that this is not a BD role, it is a client admin and management role but as a senior person attending industry events and some networking is expected.
• To participate in the overall management and development of the office to ensure that the company's strategic objectives are met.

Important Functions

Act as the primary point of contact for international clients in the administration of their trust and corporate structures.

• Ensuring that new business procedures are followed, particularly in relation to the production of application forms and the gathering of CDD.
• Drafting, or arranging the drafting, of appropriate trust documentation such as Trust Deeds and Letters of Wishes.
• Supervising various staff to ensure that they meet the objectives of the company, attend to client service requirements, and ensure compliance with statutory requirements, particularly in respect of corporate secretarial matters.
• Ensuring that the internal Client Management Information System database for client entities is correct and kept up to date.
• Supervision and development of the STCO's team of Officers and Junior Officers.
• Responsibility for the financial management of client relationships, including invoicing and fee collection.
• Act as Resident Manager of the Trust Company and/or provide director services of various Singapore client entities (if required).
• Attend to all other tasks set by the Directors of the Company.

The Person's Relevant Experience

Ideally, experience will comprise of the following:

• A minimum of 10 years of experience in a trust administration role within a trustee company, private bank trust department, or the trust services department of a professional accounting firm.
• Sound knowledge of trust law and trust administration practices is essential.
• A working knowledge of corporate secretarial and administration services.
• Understanding of private banking or investment management client service processes would be an advantage.
• Business development and marketing to intermediaries and potential new clients.

Personal Attributes

Applicants should :-

• Possess strong organizational skills and demonstrate an ability to handle multiple client service tasks promptly and efficiently. Attention to detail is essential.
• Demonstrate that they are able to deal with client affairs in a highly professional manner.
• Possess the highest level of personal integrity and demonstrate a full understanding and appreciation for confidentiality in dealing with client matters.
• Have excellent communication skills, both written and oral, and be sensitive to the cultural diversity of the client portfolio.
• Be career-focused.

Qualifications

Relevant professional qualifications in trust administration, STEP, banking, accounting or law.

Desired Skills & Experience:

Excellent Communication Skills, Management Skills, Trust Services, Financial Management, Arranging, Business Acumen, Financials, VIP, Private Banking, Invoicing, Administration, Deeds, Investment Management, Attention to Detail, Trust Administration, Business Development.