Senior Manager - Trusts

Ascentium Fiduciary; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

Ascentium Fiduciary in Hong Kong seeks a commercially driven Senior Trust Business Development professional to accelerate revenue growth across its trust and fiduciary services. You will originate new business from HNWI/UNHWI and family offices, cultivate intermediaries, and deepen share of wallet within existing accounts.

In this role, you will build a robust pipeline, deliver tailored proposals, coordinate onboarding with Compliance, and work closely with Product, Legal, and Trust

Qualifications

• Bachelor’s degree in law, finance, business or related field; STEP/CFA/CA/ CFP preferred.
• 5–8+ years' experience in trust and fiduciary services, private banking, wealth planning, or related professional services with a strong sales track record.
• Solid understanding of trust law, fiduciary duties, wealth planning structures, and regulatory frameworks across Singapore, Cayman, BVI; others a plus.
• Demonstrated success originating and closing complex, multi-stakeholder deals with HNWI/UNHWI and family offices.
• Established network of intermediaries in the region; proven ability to develop introducer channels.

Responsibilities

• Develop and execute a market development plan to achieve revenue targets.
• Source and qualify leads via network, events, referrals; maintain a robust pipeline.
• Perform discovery to align client objectives with trust/fiduciary solutions.
• Prepare proposals, pitch materials, and pricing with Product, Legal, and Trust teams.
• Build and nurture relationships with private bankers, lawyers, tax advisors; drive referrals.
• Negotiate introducer agreements and monitor ROI.
• Lead account planning and cross-sell opportunities across jurisdictions.
• Coordinate end-to-end onboarding and due diligence with Compliance.
• Provide market feedback to Product/Management on client needs.

Skills

Consultative selling

Solution structuring

Executive communication

Commercial acumen & forecasting

Translate trust concepts

Integrity & discretion

Self-starter

Education

Bachelor’s degree in law/finance/business

Professional qualifications (STEP, CFA, CA, CFP)

Job description

Ascentium is a leading global corporate & business services, fund services and trust services platform dedicated to helping businesses and individuals scale greater heights. Headquartered in Singapore, Ascentium drives extraordinary growth through expert people, purpose-led technology, and an unwavering commitment to service excellence. Drawing on over 50 years experience in key global jurisdictions such as the British Virgin Islands, Cayman Islands, Cyprus, Hong Kong, and Singapore, our teams combine deep local expertise with global reach, offering time zone and language-appropriate services to clients around the world.

About the Role

We are seeking a commercially driven Senior Trust Business Development professional to accelerate revenue growth across our trust and fiduciary services. This role focuses on originating new business from HNWI/UNHWI and family office clients, cultivating relationships with intermediaries, and expanding share of wallet within existing accounts. The ideal candidate combines deep trust and fiduciary knowledge with a consultative sales approach, strong intermediary networks, and disciplined pipeline management.

Responsibilities

Go-to-Market & Sales Origination:

• Develop and execute a market development plan to achieve quarterly and annual revenue targets across key segments (HNWI/UNHWI, family offices, private banks, law and tax firms).
• Proactively source and qualify leads through your network, events, referrals, and targeted outreach; build a robust, well-forecasted pipeline.
• Conduct discovery to understand client objectives (wealth transfer, asset protection, succession, philanthropy) and position appropriate trust and fiduciary solutions.
• Prepare and deliver proposals, pitch materials, and pricing in collaboration with Product, Legal, and Trust Administration teams.

Intermediary & Partner Development:

• Build and maintain strategic relationships with private bankers, EAMs, lawyers, tax advisors, and corporate service providers to drive consistent referrals.
• Negotiate and manage introducer agreements; monitor referral performance and ROI.
• Represent the firm at industry events, conferences, and seminars; organize and speak at client/intermediary briefings and thought-leadership sessions.

Account Growth & Cross-Sell:

• Work with Relationship Managers and Trust Administration to identify cross-sell and up-sell opportunities across jurisdictions, structures, and ancillary services (corporate services, fund admin, family office solutions, philanthropy).
• Lead account planning for top clients and intermediaries; drive multi-threaded engagement to deepen relationships and increase revenue per client.

Onboarding & Deal Execution:

• Coordinate end-to-end conversion from prospect to client: proposal, KYC/AML, source-of-wealth/source-of-funds, fee agreements, and onboarding documentation.
• Partner with Compliance to navigate complex due diligence and regulatory requirements without compromising speed-to-close.
• Ensure seamless handover to Trust Administration and Relationship Management with clear scope, risk considerations, and success metrics.
• Track market trends, competitor offerings, pricing, and regulatory developments across key trust jurisdictions (e.g., Singapore, Cayman, BVI).
• Provide structured feedback to Product/Management on client needs and white-space opportunities; contribute to new product packaging and marketing content.

Risk, Compliance & Governance:

• Adhere to internal policies, AML/CFT standards, sanctions screening, and regional regulatory requirements.

Metrics & Reporting:

• Provide timely forecasts, activity reporting, and account updates to senior management.

Qualifications

• Bachelor’s degree in law, finance, business, or related field; professional qualifications (e.g., STEP, CFA, CA, CFP) preferred.
• 5-8+ years' experience in trust and fiduciary services, private banking, wealth planning, or related professional services with a strong sales/new-business track record.
• Solid understanding of trust law, fiduciary duties, wealth planning structures, and regulatory frameworks across common trust jurisdictions (Singapore, Cayman, BVI; others a plus).
• Demonstrated success originating and closing complex, multi-stakeholder deals with HNWI/UNHWI and family offices.
• Established network of intermediaries in the region; proven ability to develop introducer channels.

Required Skills

• Consultative selling, solution structuring, and executive communication skills.
• Strong commercial acumen with disciplined pipeline management and forecasting.
• Ability to translate technical trust concepts into clear client value propositions.
• High integrity, discretion, and cultural sensitivity; comfortable engaging at C-suite and family principal levels.
• Self-starter with resilience and the ability to navigate ambiguity and competing priorities.

Preferred Skills

• Experience working across Asia and with international clients; multilingual capability with a native level Mandarin proficiency is an advantage.
• Entrepreneurial mindset with a hands-on approach to building channels and campaigns.