Trust Client Onboarding & Business Support

SINGAPORE EXECUTIVE SERVICES PTE. LTD.; Singapore; On-site; SGD 47,000 - 76,000; Full time

Job summary

Singapore Executive Services Pte. Ltd. is seeking a Trust Business Support Officer to join the Business Development team in Singapore. The role supports new business queries, onboarding of clients, and preparation of fee proposals while coordinating with Compliance and internal parties.

The ideal candidate has 1–2 years in wealth planning or fiduciary services, with STEP or ICSA pursuing qualification, and strong client relations and organizational skills.

Qualifications

• 1–2 years experience in wealth planning, trust, and fiduciary services.
• Experience in unit trust administration is preferred.
• Qualified towards STEP or ICSA is preferred.

Responsibilities

• Assist superior in attending to new business queries via emails, calls and meetings.
• Preparation of Fee Proposals for new business.
• Attend meetings with prospective clients.
• On-boarding of new clients and preparation of onboarding forms and KYC documents.
• Liaison with Compliance and internal parties on client onboarding.
• File setup and ensure smooth transition of new client accounts from Business Development to Client Services.
• Liaison with external parties including bankers, clients, referral agents/intermediaries and lawyers as required.
• Maintaining records of sales pipeline for weekly reporting.
• Ad-Hoc projects as required.
• Assist Client Services Team with fund setup for existing Fund Managers.
• Understand, follow and demonstrate compliance with all rules and procedures including Group Compliance policy.
• And other duties as assigned.

Skills

Client relationship mgmt

Interpersonal skills

Attention to detail

Organizational skills

Decision making

Presentation

Negotiation skills

Education

STEP

ICSA

Pursuing qualification

Job description

Singapore Executive Services Pte. Ltd. is seeking a Trust Business Support Officer to join the Business Development team in Singapore. The role supports new business queries, onboarding of clients, and preparation of fee proposals while coordinating with Compliance and internal parties.

The ideal candidate has 1–2 years in wealth planning or fiduciary services, with STEP or ICSA pursuing qualification, and strong client relations and organizational skills.