Senior Trust & Wealth Advisory Associate

PRECEPTS TRUSTEE LTD.; Singapore; On-site; SGD 80,000 - 120,000; Full time

Benefits offered by this job

Performance-based bonus

Sponsorship for industry certification

Medical benefits

Career progression

Job summary

PRECEPTS TRUSTEE LTD. in Singapore is seeking a client-focused professional to own client relationships through the trust onboarding lifecycle. You will manage relationships with clients, advisers and partners, guiding onboarding and fiduciary solutions from first consultation to execution.

The role emphasizes business development, collaboration with Compliance, Legal and Operations, and ensuring a seamless onboarding experience end-to-end in a professional, confidential environment.

Qualifications

• Diploma or Degree in Business, Finance, Law, Estate Planning, Wealth Management or related discipline.
• 3 to 5 years of client-facing experience in trust services, private banking, wealth management, financial or insurance advisory, estate planning, fiduciary, legal or professional services.
• Strong relationship management and networking ability.
• Excellent communication and presentation skills, with ability to explain trust concepts in practical terms.
• Strong organisational and follow-up discipline.
• Professional and confident with senior professionals and affluent clients.

Responsibilities

• Client Relationship Management: Build and maintain relationships with clients, introducers, professional advisers and business partners.
• Onboarding & Advisory Support: Conduct fact-finding discussions and help identify suitable trust and fiduciary solutions; guide clients through onboarding from first consultation to implementation.
• Business Development: Develop and maintain referral networks with professional advisers and business partners; participate in events to identify opportunities for trust, estate planning and fiduciary services.
• Administration & Compliance: Maintain accurate client records and support KYC, AML/CFT and CRS/FATCA onboarding requirements.

Skills

Relationship management

Networking

Communication

Presentation skills

Education

Diploma or Degree in Business/Finance/Law/Estate Planning

Job description

PRECEPTS TRUSTEE LTD. in Singapore is seeking a client-focused professional to own client relationships through the trust onboarding lifecycle. You will manage relationships with clients, advisers and partners, guiding onboarding and fiduciary solutions from first consultation to execution.

The role emphasizes business development, collaboration with Compliance, Legal and Operations, and ensuring a seamless onboarding experience end-to-end in a professional, confidential environment.