Senior Associate (Trust & Family Office)

PROVIDENTIA CAPITAL PTE. LTD.; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A financial services company in Singapore is seeking a Client Servicing Executive to deliver bespoke trust and family office services. The role involves administering client structures, supporting client managers, and liaising with third parties. Candidates should have a Diploma or Degree in a relevant field and at least 2 years of experience. Strong communication and attention to detail are essential.

Qualifications

• Minimum 2 years of relevant experience.

Responsibilities

• Administer a portfolio of client structures (e.g. Trust, Companies, Fund).
• Support Client Servicing Managers in taking care of client-related matters and structures.
• Maintain the Trust system.
• Liaison with third parties (e.g. Banks, Corporate Secretaries).

Skills

Personal resilience

Proactive

Attention to detail

Team player

Good communication skills

Education

Diploma or Degree in Legal / Accounting / Business / Finance

Job description

We are looking for a client servicing executive to be part of our team to deliver bespoke trust and family office services in a professional manner to our clients.

Key Responsibilities

• Administer a portfolio of client structures (e.g. Trust, Companies, Fund)
• Support Client Servicing Managers in taking care of client-related matters and structures
• Maintaining the Trust system
• Liaison with third parties (e.g. Banks, Corporate Secretaries)

Skills and Competencies

• Personal resilience, able to remain positive and constructive when faced with challenges
• Proactive
• An eye for detail
• Team player with good communication skills

Role Requirements

• Diploma or Degree in Legal / Accounting / Business / Finance is preferred
• Minimum 2 years of relevant experience