Client Servicing Trust officer (ID: 673793)

PERSOLKELLY Singapore Pte Ltd (Formerly Kelly Services Singapore Pte Ltd); Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Trust Services Professional to drive business development and manage client relationships. This role involves overseeing trust administration and ensuring compliance with regulatory requirements. The ideal candidate will possess strong knowledge in trust, tax, and accounting laws, alongside exceptional interpersonal and negotiation skills. If you are proactive, detail-oriented, and ready to lead a team while enhancing your expertise in wealth planning, this opportunity is perfect for you. Join a dynamic environment where your contributions will make a significant impact.

Qualifications

• Minimum 3 years of experience in wealth planning or trust services.
• Professional qualifications such as STEP or ICSA preferred.

Responsibilities

• Manage business development activities and client onboarding.
• Serve as the point of contact for clients and manage trust accounts.
• Supervise junior trust administrators and ensure compliance.

Skills

Wealth Planning

Trust Administration

Client Management

Interpersonal Skills

Negotiation Skills

Detail-oriented

Education

Professional Qualification (STEP, ICSA)

Job description

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

Responsibilities

1. Business Development of Trust Services:
   • Attend client enquiries, meetings with prospective clients, prepare proposals for new business, and assist in business development activities.
   • Ensure new businesses comply with regulatory requirements and avoid unacceptable risks.
   • Participate in client onboarding, collect establishment fees, and liaise on trust setup and asset injection.
2. Trust Administration, Client Relationship Management, and Client Advisory:
   • Serve as the point of contact for clients and manage trust account administration.
   • Handle client queries, coordinate trust activities, perform trustee functions, and document files properly.
   • Administer unit trust accounts, prepare net asset valuation reports, and ensure timely delivery to unitholders.
   • Assist in opening banking and custodian accounts for trusts.
   • Review trust accounts periodically for compliance with policies, jurisdiction, and legal requirements.
   • Report any breaches to regulatory requirements.
   • Enhance technical skills and stay updated on market developments.
   • Supervise junior trust administrators.

Requirements

• Minimum 3 years of experience in wealth planning, trust, or fiduciary services; unit trust administration preferred.
• Professional qualification such as STEP, ICSA, or studying towards these qualifications.
• Strong knowledge in trust, tax, accounting, and company law.
• Ability to review trust documents effectively.
• Proactive, responsible, detail-oriented, with strong decision-making, organizational, client management, interpersonal, presentation, and negotiation skills.

Interested candidates, please click on “Apply”. Only shortlisted candidates will be notified.

EA License No.: 01C4394 (PERSOLKELLY Singapore PTE LTD)

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