Executive, Trust Assets Planning

6 days ago

Singapore SPECIAL NEEDS TRUST COMPANY LIMITED Full time

**Responsibilities**:

- Review and assess the applicability and adequacy of trust assets intended to be injected by clients
- Formulate and execute follow-up plans to assist clients in nominating the assets intended to be injected into the trust
- Review various types of assets and work with clients on the appropriate mode of transfer and the necessary actions to effect the transfer
- Identify possible problems in asset earmarking and flag out and/or address issues as appropriate
- Ensure proper input of asset earmarking-related comments/notes into Client Management System
- Ensure proper follow-up and review of trust asset-related documentations provided by settlors and ensure that all trust asset-related documentations are complete and in order
- Follow up and secure possession of assets earmarked for trust accounts, enforcing all rights/claims against third parties where necessary
- Assist in performing analysis and preparing asset earmarking-related status/statistical trends/issues and work with case managers to identify gaps and implement improvements
- Liaise with relevant organisations/stakeholders such as CPF Board, insurance companies, HDB etc. on trust asset-related issues
- Undertake and perform other tasks and duties as assigned based on the Company's needs

**Requirements**:

- Degree, preferably in Business/Finance/Banking/Law. Fresh graduates may apply
- High level of integrity and positive attitude
- A people-person who enjoys and is passionate in serving the community
- Empathetic good communicator with a confident disposition
- Adaptable and a good team player
- Analytical and numerically-inclined
- Proficient in Microsoft Office

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