Senior Associate (Trust & Family Office)

PROVIDENTIA CAPITAL PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services firm in Singapore is seeking a Client Servicing Executive to manage client structures and support servicing managers. The ideal candidate should possess a diploma or degree in a relevant field, along with a minimum of 2 years of experience in client services. Strong communication, attention to detail, and a proactive attitude are essential for success in this role.

Qualifications

• Minimum 2 years of relevant experience.
• Ability to maintain a positive attitude under challenges.
• Strong attention to detail required.

Responsibilities

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

Skills

Personal resilience

Proactive

Attention to detail

Team player with 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