Senior Trust Officer

Senior Trust Officer

Direct Search Asia Pte Ltd
3-6 years
Not Specified

Job Description

Job Detail

  • Job Reference P5155

Job Description

Senior Trust Officer
. Business Development of Trust Services:
- Attend to client enquiries, attend meetings with prospective clients, prepare proposals for new business, and assist in business development activities.
- Ensure that new business acquired are in compliance with regulatory requirements and to reject business with unacceptable business or reputational risks.
- Active involvement with initial client on-boarding process, be responsible for the collection of the establishment fee and to 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, liaise with clients on the administration of trust accounts.
- Day-to day duties includes attend to client queries, coordinate trust account activities, carry out trustee function, andproperly document 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 review of assigned trust accounts to ensure that they are being administered in accordance with company policies, jurisdiction and legal requirements.
- Ensure that all accounts met regulatory requirements and to report any breaches.
- To acquire and enhance technical skills where required, keep abreast of market developments.
- Supervise junior trust administrator.
. Minimum 3 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 of 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

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