Associate, Trusts

PRECEPTS TRUSTEE LTD.; Singapore; On-site; SGD 55,000 - 75,000; Full time

Benefits offered by this job

Six-month framework

Certification pathway

Mentorship

Medical benefits

Annual bonus

Job summary

Precepts Trustee Limited, Singapore, seeks an Associate in the trust team to support the full life of a trust, from onboarding and due diligence to distributions and record-keeping. You will be trained on a six-month competency framework and supervised by a Trust Manager.

Essential duties include establishing new trusts, explaining structures to clients, coordinating with planners, and maintaining meticulous records. Mandarin ability helps serve Mandarin-speaking clients.

Qualifications

• Diploma or higher required.
• Excellent verbal and written English.
• Mandarin ability to serve Mandarin-speaking clients.
• Meticulous with accuracy in handling documents.
• Discretion with confidential client information.
• Composure and professionalism under pressure.

Responsibilities

• Support onboarding and due diligence (CDD/KYC) for new trusts.
• Explain trust structures to clients and estate planners under supervision.
• Coordinate with estate planners, Will drafters and planners to align documents.
• Assist with fund transfers and asset custody into trusts.
• Collect due diligence documents from clients and arrange signings.
• Support ongoing administration, resolutions, distributions and loan arrangements.
• Maintain trust records and audit trails per MAS/internal standards.
• Contribute to internal and external trust training sessions.

Skills

English proficiency

Mandarin ability

Attention to detail

Discretion

Professionalism under pressure

Education

Diploma or above

Job description

THE ROLE

Precepts Trustee Limited acts as trustee for families across Singapore and the region. As an Associate in the trust team you will support the full life of a trust 1 onboarding and due diligence, structuring conversations with estate planners, and the administration, distributions and record-keeping that follow for years afterwards. You will be trained against a structured six-month competency framework and supervised throughout by a Trust Manager.

KEY RESPONSIBILITIES

• Support the establishment of new trusts, from onboarding and CDD/KYC through to execution of the trust deed.
• Explain the features and suitability of different trust structures to clients and estate planners, under supervision.
• Collaborate with clients, estate planners, introducers and Will drafters so that Will, LPA and trust documents work together as a single plan.
• Coordinate the transfer of funds and assets into trust with banks, custodians and other counterparties.
• Liaise with clients and beneficiaries to collect due diligence documents and arrange signings.
• Support ongoing trust administration, including trustee resolutions, distributions and loan arrangements.
• Maintain trust records, ledgers and audit trails to MAS and internal documentation standards.
• Contribute to internal and estate-planner-facing training and sharing sessions on the trust proposition.

WHAT YOU WILL NEED

Essential

• Diploma or above.
• Excellent verbal and written communication in English.
• Ability to converse in Mandarin, in order to serve Mandarin-speaking clients and their families.
• Meticulous, with visible pride in the accuracy of your work.
• Discretion in handling confidential client and family information.
• Composure and professionalism when conversations become difficult.

Advantageous

• Prior client-facing experience.
• Background in financial services, estate planning, legal, corporate services or accounting.
• Existing or in-progress STEP or AEPP® qualification.

HOW YOU WORK

• Meticulous and process-disciplined trusts run for decades on the records you keep.
• Able to identify the appropriate option for a client rather than the easiest one.
• Comfortable holding a position politely under pressure.
• Collaborative across estate planning, compliance and operations.

WHAT WE OFFER

• A structured six-month competency framework with defined monthly milestones and assessment.
• Sponsored certifications pathway: STEP (Affiliate level), AEPP® or other trust qualifications.
• Internal exposure to PTL Board meetings, PTL Operations meetings, and audit or compliance reviews.
• Mentorship from an assigned Senior Trust Manager.
• Medical and dental benefits upon confirmation.
• Annual salary review and performance-based bonus.

WORK ARRANGEMENTS

• On-site at Tanjong Pagar.
• 5-day work week.
• Training provided.