[ref. j89575904] Geylang - Trust Officer (Hybrid, STEP, ICSA)

Job Responsibility:

The role includes business development, trust administration, client relationship management, and client advisory.

Business Development of Trust Services:

• Attend client enquiries, attend meetings with prospective clients, prepare proposals for new business, and assist in business development activities.
• Ensure that new businesses acquired are in compliance with regulatory requirements and reject businesses with unacceptable business or reputational risks.
• Active involvement with the initial client onboarding process, be responsible for the collection of the establishment fee and liaise with clients on trust set-up and initial asset injection.

Trust Administration, Client Relationship Management and Client Advisory:

• Act as point of contact for clients, and liaise with clients on the administration of trust accounts
• Assist in the opening of banking and custodian accounts on behalf of trust accounts.
• Conduct periodic reviews of assigned trust accounts to ensure that they are being administered in accordance with company policies, jurisdiction and legal requirements.
• Ensure that all accounts meet regulatory requirements and report any breaches.
• To acquire and enhance technical skills where required, and keep abreast of market developments.
• Supervise junior trust administrator

Job Requirement:

• Minimum 3 years of working experience in wealth planning, trust and other fiduciary services.
• Relevant certification or degree in Finance, Law, or related field
• Professionally qualified – STEP or ICSA or studying towards the qualification.
• Strong technical knowledge in trust, tax, accounting and company law.
• Able to assist in reviewing trust and related documentation.
• Proactive, responsible, attention to detail, strong decision-making and organizational skills, strong client relationship management and interpersonal skills, good presentation and negotiation skills.

HOW TO APPLY:

Interested applicants, please click on “Apply Now”. We regret only shortlisted candidates will be notified.

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