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Jobs or company...

Trust Executive

Salary undisclosed

Apply on

Linkedn
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  • A well-known Trust company with offices all around the world|Work with global private and institutional clients

About Our Client

The client's singapore office provides an extensive range of trust, fiduciary and corporate services to a global private and institutional client base, with a particular focus on the Asia-Pacific region.

Job Description

Part of the wealth management compliance team, based in the Singapore office.

  • Trust Administration
  • Periodic Review
  • Documentation
  • Relationship Management

The Successful Applicant
  • Trust and Estate Management: Oversee the daily management of trust portfolios, which includes tasks such as setting up new bank or brokerage accounts, distributing funds to beneficiaries, transferring assets, and overseeing investments.
  • Perform periodic reviews of assigned trust portfolios to confirm they adhere to trust agreements, company policies, and applicable legal and tax standards.
  • Keep trust records precise and current. Establish and maintain Viewpoint Master files, upload all trust documents into ViewPoint, and ensure the upkeep of all key principal records and trust files.
  • Serve as the main contact for trust clients, ensuring clear communication and top-notch customer service. Build and maintain strong client relationships with a focus on their needs.
  • Capable of preparing trustee meeting minutes, resolutions, and other trust-related documents.

What's On Offer

What you will get in return

  • A career opportunity with a multi-national Trust and fiduciary service.
  • Attractive salary package of $4,000-$4,300 per month.
  • Be based in the group's Singapore office.
  • Career development opportunities with renowned industry leaders.

Contact: Yee Wee (Lic No: R23118233/ EA no: 18C9065)

Quote job ref: JN-092024-6526448

Brand: MP
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