Associate- Private Client

Purpose of the job 

To manage the day-to-day administration of a varied portfolio of trust structures and to maintain a wide and detailed knowledge and understanding of trust administration generally to include money laundering compliance and relevant legislation. 

Main responsibilities 

• To take ownership and manage the day-to-day administration of a varied portfolio of trust structures and to maintain a wide and detailed knowledge and understanding of trust administration generally to include money laundering compliance and relevant legislation. 
• Attend to trustee resolutions distributions letter of wishes accounts periodic and compliance reviews 
• Assist with the periodic risk reviews of the portfolio structures 
• Assisting with on-boarding of new Trust structures including due diligence checks 
• Delivering a responsive high quality service by staying close to the clients and connecting with them 
• Liaising with external parties such as bankers lawyers accountants EAMs etc 
• Collaborate with internal stakeholders for Trust relationships that are serviced by multiple jurisdictions 
• Ensure timely collection of billings 
• Undertake other ad-hoc projects as may be required from time to time 

Qualifications :

• Basic level of technical knowledge to include more complex areas of trust & corporate products investments accounting and tax law legislation and regulation. This includes Discretionary trust Reserved Power Trust Revocable/Irrevocable Trust Private Trust Company (PTC) Employee Benefit Trust (EBT)/Employee Share Option Trust (ESOP) etc. 
• Preferably a member of STEP or ISCA or working towards this qualification with at least two years of relevant experience  
• A team player who collaborates with colleagues to form synergy to drive service excellence 
• Strong positive attitude to learn and be adaptive to changes 
• Strong attention to detail with the ability to work efficiently and accurately as well as the ability to follow up on pending items in a timely fashion 
• Strong organizational skills including the ability to prioritize multiple/competing tasks 
• Well-developed interpersonal and communication skills (verbal & written) in order to communicate and relate effectively with clients colleagues 3rd party service provider etc 
• Ability to read analyze and interpret financial reports and/or legal documents 
• Good knowledge of Singapores regulatory framework for the licensed Trust business 
• Good communication skills in both English and Mandarin 

Additional Information :

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

• We are CLIENT CENTRIC Clients are at the centre of our world and were committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS We aim high. We think and act globally seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple efficient and effective.
• We are COLLABORATIVE With a curious mindset we ask the right questions to get to the right solution for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL  We behave with integrity at all times and assume positive intent building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if theres anything we can do to make the process easier for you. You can reach us at .

Were an equal opportunity employer. All applicants will be considered for employment without attention to age ethnicity religion sex sexual orientation gender identity family or parental status national origin or veteran neurodiversity or disability status. 

Remote Work :

No

Employment Type :

Full-time