Trust Officer

8 hours ago

Singapore BUTTERFIELD TRUST (ASIA) LIMITED Full time

**Job Summary**

**Job Accountabilities**
- Assisting the BD team in ensuring the adequacy of the KYC (Know Your Customer) information and due diligence for onboarding new clients including but not limited to the clients’ SOW/SOF and name screenings.
- Ensuring compliance with Group and local policies and procedures, as well as regulatory requirements for new business.
- Drafting of appropriate trust administration documentation to assist the Trust Managers/Officers on the set up or transfer of Trusts, including but not limited to bank account opening/updates, insurance updates, company related transfer documentation.
- Ensuring data completeness for onboarding new business in Navision with all relevant information, and remaining in-line with Group Trust guidance for all new trust structures.
- Supporting the BD team in the preparation of client presentations, proposals and pitch materials tailored to private trust services.
- Assisting in the organization of client meetings, marketing activities or industry networking events.
- Providing support with the planning and execution of new ideas to meet perceived market needs.
- Assisting with any other duties as assigned by the management.

**Know-How/Competency Requirements**
- University degree in business, law or accounting, with a minimum of one to three years’ experience in the trust industry.
- TEP (Society of Trust and Estate Practitioners) designation would be considered an asset, or a commitment to completion of the designation.
- Excellent communication and effective business writing skills.
- Demonstrated ability to multi-task, work effectively under pressure, team player, good attention to details and manage change within a deadline oriented, customer-focused and diverse environment.

**Problem Solving Requirements**
- Ability to identify potential gaps both in on-boarding KYC documentation and trust file administration.
- Ability to approach issues in a methodical manner and be able to communicate your findings clearly and professionally.

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