Company Description
ZICO Trust is a trust advisory and solutions provider operating from Singapore. Our services cover a wide range of trust-related services, including establishing, maintaining trusts, unit trusts, and acting as trustees for various corporate transactions. In Labuan, we offer services like incorporation of entities, advisory on trusts and foundations, fund administration, and trustee services for financial transactions.
Role Description
This is a full-time on-site role for a Senior Trust Officer located in Singapore. The role involves providing trust advisory services, implementing trust solutions, and maintaining trust for clients. Responsibilities include establishing and maintaining trusts, fund administration, and providing trustee services for financial transactions.
Qualifications
- Estate Planning and Financial Planning skills
- Fiduciary and Finance knowledge
- Experience in Trust Services
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Detail-oriented and organized
- Relevant certification or degree in Finance, Law, or related field
Senior Trust Officer
The role includes business development, trust administration, client relationship management, and client advisory.
Business Development of Trust Services:
- Attend client enquiries, attend meetings with prospective clients, prepare proposals for new business, and assist in business development activities.
- Ensure that new businesses acquired are in compliance with regulatory requirements and reject businesses with unacceptable business or reputational risks.
- Active involvement with the initial client onboarding process, be responsible for the collection of the establishment fee and liaise with clients on trust set-up and initial asset injection.
Trust Administration, Client Relationship Management and Client Advisory:
- Act as point of contact for clients, and liaise with clients on the administration of trust accounts.
- Day-to-day duties include attending to client queries, coordinating trust account activities, carrying out trustee functions, and properly documenting the account files.
- Carry out day-to-day unit trust administration duties for unit trust accounts and ensure that net asset valuation reports are prepared and delivered to unitholders on timely basis.
- Assist in the opening of banking and custodian accounts on behalf of trust accounts.
- Conduct periodic reviews of assigned trust accounts to ensure that they are being administered in accordance with company policies, jurisdiction and legal requirements.
- Ensure that all accounts meet regulatory requirements and report any breaches.
- To acquire and enhance technical skills where required, and keep abreast of market developments.
- Supervise junior trust administrator.
Requirements
• Minimum 5 years of working experience in wealth planning, trust and other fiduciary services. Working experience is unit trust administration preferred.
· Professionally qualified – STEP or ICSA or studying towards the qualification.
• Strong technical knowledge in trust, tax, accounting and company law.
• Able to assist in reviewing trust and related documentation.
• Proactive, responsible, attention to detail, strong decision-making and organizational skills, strong client relationship management and interpersonal skills, good presentation and negotiation skills.
Company Description
ZICO Trust is a trust advisory and solutions provider operating from Singapore. Our services cover a wide range of trust-related services, including establishing, maintaining trusts, unit trusts, and acting as trustees for various corporate transactions. In Labuan, we offer services like incorporation of entities, advisory on trusts and foundations, fund administration, and trustee services for financial transactions.
Role Description
This is a full-time on-site role for a Senior Trust Officer located in Singapore. The role involves providing trust advisory services, implementing trust solutions, and maintaining trust for clients. Responsibilities include establishing and maintaining trusts, fund administration, and providing trustee services for financial transactions.
Qualifications
- Estate Planning and Financial Planning skills
- Fiduciary and Finance knowledge
- Experience in Trust Services
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Detail-oriented and organized
- Relevant certification or degree in Finance, Law, or related field
Senior Trust Officer
The role includes business development, trust administration, client relationship management, and client advisory.
Business Development of Trust Services:
- Attend client enquiries, attend meetings with prospective clients, prepare proposals for new business, and assist in business development activities.
- Ensure that new businesses acquired are in compliance with regulatory requirements and reject businesses with unacceptable business or reputational risks.
- Active involvement with the initial client onboarding process, be responsible for the collection of the establishment fee and liaise with clients on trust set-up and initial asset injection.
Trust Administration, Client Relationship Management and Client Advisory:
- Act as point of contact for clients, and liaise with clients on the administration of trust accounts.
- Day-to-day duties include attending to client queries, coordinating trust account activities, carrying out trustee functions, and properly documenting the account files.
- Carry out day-to-day unit trust administration duties for unit trust accounts and ensure that net asset valuation reports are prepared and delivered to unitholders on timely basis.
- Assist in the opening of banking and custodian accounts on behalf of trust accounts.
- Conduct periodic reviews of assigned trust accounts to ensure that they are being administered in accordance with company policies, jurisdiction and legal requirements.
- Ensure that all accounts meet regulatory requirements and report any breaches.
- To acquire and enhance technical skills where required, and keep abreast of market developments.
- Supervise junior trust administrator.
Requirements
• Minimum 5 years of working experience in wealth planning, trust and other fiduciary services. Working experience is unit trust administration preferred.
· Professionally qualified – STEP or ICSA or studying towards the qualification.
• Strong technical knowledge in trust, tax, accounting and company law.
• Able to assist in reviewing trust and related documentation.
• Proactive, responsible, attention to detail, strong decision-making and organizational skills, strong client relationship management and interpersonal skills, good presentation and negotiation skills.