Our client, an independent trust company, is seeking a Trust Business Support Officer to join their Business Development team.
Job Description
Assist superior in attending to new business queries via emails, calls and meetings
Preparation of Fee Proposals for new business
Attend meetings with prospective clients
On-boarding of new clients
Collation and preparation of client on-boarding forms and KYC documents
Liaison with Compliance and relevant internal parties in relation to client’s on-boarding
File setup and ensure smooth transition of new client accounts from Business Development to Client Services Team
Liaison with external parties, including but not limited to, bankers, clients, referral agents/ intermediaries and lawyers where required
Maintaining records of sales pipeline for weekly reporting
Ad-Hoc projects, as required
Assist Client Services Team with fund set up for existing Fund Managers
Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which you are involved, specifically Internal Controls and any Compliance policy including, inter alia, the Group Compliance policy.
And other duties as assigned.
Requirements
Minimum 1-2 years of working experience in wealth planning, trust, and other fiduciary services. Working experience is unit trust administration is 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.
We are a boutique executive search firm, focusing exclusively on Singapore-based executive roles, and mid to senior-level recruitment mandates across varied sectors. And our first priority is local and local-based candidates.
Built by a team of mid-career professionals with varied industry experiences. Forged on stellar client relationships and candidates network, to deliver well-matched talents with professionalism and competency.
We pride ourselves on having a thorough understanding of our client’s human capital needs and priorities. Our team specializations include:
1. General Management – HR, Accounting, Legal, Sales, Business Development, Operations, etc.
2. Information Technology – including blockchain, Biotech, Fintech, and WealthTech
3. Trust & Wealth Management – including Fund Management & Corporate Secretarial
4. Banking & Financial Services – including Front, Middle & Back Office requirements
We further realize that client needs vary continuously, so we offer a flexible service based on individual needs and budgets. Also, our dedicated candidate talent acquisition team ensures our corporate clients are updated regularly and have ready access to the most talented individuals in their market space.
We provide the right people to suit the client’s needs, thus saving time, effort, and cost. This is part of our commitment to delivering value and helping clients achieve their strategic objectives.