Technical skills
Role signals
Opportunity
Are you passionate about building trusted client relationships and assisting ultra-high-net-worth families in their quest for asset protection and successful succession planning? As a member of our Client Service Team, located in our Singapore office, you’ll be a valued part of an expanding independent trust company renowned for its dynamic approach to Financial Services.
This role offers the opportunity to work with & learn from Client Services, Accounting, Compliance and Wealth Planning/Legal professionals on an interesting, diverse and ever-growing portfolio of UHNW families and individuals.
This role would also be well suited to any candidate with Corporate-Secretarial experience, who is wishing to branch out into a wider Fiduciary/trustee role.
Responsibilities
Administration of international mandates (principally trusts and companies) and connected financial affairs, liaising with clients, advisors, third party service providers and family offices throughout Asia.
- – Take an active role in trust management and develop long-term & multi-generational relationships with families and their advisors
– Maintaining and developing personal contact with clients, advisors and other related parties. This includes the option to travel in and around Asia, supporting the Trust Managers
- – Taking and recording of fiduciary decisions on the mandates assigned, within Company guidelines
- – Liaising with staff in our global offices,
- – Co-ordination of mandate specific transactions with bankers, lawyers, accountants, agents and/or consultants
– Via active involvement, develop your knowledge of investing in a diverse subset of asset classes, including fixed income, equities, crypto-currency, real estate, art, yachts and aeroplanes
Whyjoin US?
– As a global provider of wealth structuring and fiduciary services, we are recognized as a premier advisor to successful, affluent families and individuals worldwide.
– We offer engaging opportunities to work on diverse projects within a flat hierarchy, enabling swift decision-making capabilities.
– We pride ourselves on our highly diverse and inclusive team, composed of individuals hailing from all corners of the globe, bolstered by our strong international office presence.
– We are committed to investing in your growth. We provide generous financial and time resources for your ongoing or further education and development.
– We value individuals and appreciate their accomplishments. We recognise that each person has unique requirements and are committed to providing comprehensive support and care through competitive compensation packages,performance-based incentives, and a variety of staff benefits.
About You
Trust Administrator (Staff Level)
- 0–3 years of experience in trust, corporate services, fiduciary, banking, legal and/or Diploma or degree in Business, Finance, Accounting, Law or a related field
- Excellent organizational, and administrative skills
- Strong attention to detail and commitment to delivering high-quality work
- Ability to manage priorities and work effectively within a team
- Professional communication skills and client-focused mindset
- Trust Officer (Executive / Associate Level)
- 3–5 years of experience in the administration of trusts and corporate structures
- Demonstrated ability to manage a portfolio of international clients and structures
- STEP qualification or working towards STEP membership is preferred
- Strong technical knowledge of trust and fiduciary administration
- Ability to work independently, exercise sound judgement and manage multiple priorities
- Experience and knowledge of Company Secretarial tasks, including preparation of minutes & resolutions and maintenance of ACRA filings.
Personal Attributes
We are looking for individuals who are:
- Reliable, conscientious and professional
- Client-focused with excellent interpersonal skills
- Solution-oriented and capable of working independently
- Well-organised and able to prioritise effectively
- Flexible, adaptable and able to manage multiple tasks simultaneously
- Collaborative team players with a positive attitude
- Discreet, trustworthy and committed to the highest ethical standards
- Fluent in English; Mandarin or other Asian language skills are advantageous
- Proficient in Microsoft Office applications
- If you are looking to build or advance your career in trust and fiduciary services within an international environment, we would be delighted to hear from you.