Trust Relationship Manager

6 days ago

Singapore BOS TRUSTEE LIMITED Full time

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

  • Trust Manager

    4 days ago

    Singapore SINGAPORE GLOBAL TRUST PTE. LTD. Full time

    Roles & Responsibilities: - Handle day-to-day administration (e.g. attend to client queries and maintain account documents) - Assist the team with ad-hoc trust-related matters, including the preparation of bank account opening documents and transfer of trust assets - Assist the trust relationship manager on new client trust set-up and initial asset...

  • Relationship Manager

    6 days ago

    Central Singapore Northern Trust Corp. Full time

    **About Northern Trust** Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families and institutions by remaining true to our...

  • Trust Administrator Officer

    4 days ago

    Singapore ZICO TRUST (S) LTD. Full time

    **Trust Administrator Officer** - Assist in setting up trust structures and the client on-boarding process. - Act as point of contact for clients, liaise with clients on the administration of trust accounts. - Day-to day duties includes attend to client queries, coordinate trust account activities, carry out trustee function, and properly document the...

  • Account Manager, GFO

    5 days ago

    Singapore Northern Trust Full time

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...

  • Business Development Manager

    2 weeks ago

    Singapore PS TRUST (SINGAPORE) PTE. LIMITED Full time

    Job Summary:We are seeking a dynamic and motivated Business Development Manager to drive the growth of our trust business in Singapore. The successful candidate will be responsible for identifying business opportunities, building strong client relationships, and promoting our trust and fiduciary services to high-net-worth individuals and family offices.Key...

  • Assistant Trust Relationship Manager

    4 days ago

    Singapore BOS TRUSTEE LIMITED Full time

    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 support trust relationship managers in daily administration of trust...

  • Trust Administration Officer

    2 weeks ago

    Singapore ZEDRA TRUST COMPANY (SINGAPORE) LIMITED Full time $60,000 - $80,000 per year

    The Trust Administration Officer will support the senior trust administrator(s) / client manager(s) in handling the administrative responsibilities for a portfolio of trusts, companies and other wealth structures ensuring timely delivery and high quality of service to both intermediaries and clients. The role holder will work with the senior trust...

  • Trust & Resident Manager

    2 weeks ago

    Singapore PS TRUST (SINGAPORE) PTE. LIMITED Full time

    1. Assist in setting up trust structures and the client on-boarding process.2. Maintain proper files of trust structures (electronically and physically) according to the internal policies and procedures and ensure data quality and up-to-date information in client database system.3. Conduct periodic trust review of trust structures to ensure that they are...

  • Acct Mgr, Sec Finance

    5 days ago

    Singapore Northern Trust Full time

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...

  • Senior Trust Administrator

    6 days ago

    Singapore Kensington Trust Group Full time

    The role is for Kensington Trust Singapore Limited (Your Next Opportunity)Join our Trust team and be part of something meaningful. In this role, you will be managing client trust portfolios, ensuring everything runs smoothly and complies with relevant regulations. You will work alongside professional advisors, investment managers, and banks, helping to...