TRUST RECRUIT PTE. LTD. Hiring! Full Time Assistant Manager (Trust Documentation, Business Development, 2 days WFH) in Central Region (Singapore), Earn up to SGD 5,000 - Ricebowl

Job Responsibilities:

Business Development & Client Acquisition

• Support the growth of the Trust Services business by managing enquiries, preparing proposals, and participating in business development initiatives.
• Meet prospective clients to understand their requirements and recommend appropriate trust solutions.
• Contribute towards achieving individual and team business development targets.
• Build and maintain a healthy sales pipeline, providing regular updates and reports on business opportunities.
• Refer clients with insurance requirements to authorized insurance brokers where appropriate.

Client Onboarding & Trust Administration

• Coordinate the client onboarding process, ensuring all required documentation is completed accurately and in accordance with internal procedures.
• Manage trust establishment matters, including collection and initial asset injection.
• Assist in trust administration activities and ensure timely completion of client-related matters.
• Support the review of trust and related documentation where required.
• Work closely with internal stakeholders to ensure outstanding onboarding and servicing matters are resolved promptly.

Client Relationship Management

• Develop and maintain long-term relationships with clients by providing professional and responsive service.
• Ensure client requirements are understood and appropriate trust structures and pricing are proposed in accordance with internal guidelines.
• Support Relationship Managers by maintaining up-to-date knowledge of wealth planning solutions, products, and services offered by the Group.
• Keep relevant stakeholders informed of significant client matters and developments.
• Prepare contact reports, pipeline reports, and other management reports on a timely basis.

Operations & Compliance

• Assist the Managing Director in supporting the day-to-day operations of the Trust Services business.
• Ensure all activities are conducted in accordance with applicable regulatory requirements, internal policies, compliance standards, and risk management guidelines.
• Exercise sound judgement when assessing new business opportunities, including identifying and escalating potential business or reputational risks where necessary.
• Participate in sales meetings and contribute to business planning initiatives.
• Maintain accurate records and documentation in line with company standards.

Job Requirements:

• Bachelor's degree in law or equivalent
• Minimum 3–5 years of relevant experience in wealth planning, trust, fiduciary services, or related fields. Experience in unit trust administration will be advantageous
• Professional qualification in STEP or ICSA, or currently pursuing one of these qualifications, is preferred
• Good technical knowledge of trust structures, taxation, accounting principles, and company law
• Understanding of wealth planning, generational planning, and wealth structuring concepts.
• Working knowledge of trust and company legislation in relevant jurisdictions is beneficial.
• Familiarity with documentation requirements, pricing principles, and preparation of Letters of Wishes
• Build effective working relationships with lawyers, financial planners, tax advisors, and other professional partners.

HOW TO APPLY:

Interested applicants, please click on “Apply Now”. We regret only shortlisted candidates will be notified.

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Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Khor Khang Qin

EA Personnel Reg No: R22109669