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Trust Relationship Manager - VP

Singapore, Singapore
Closing date
Sep 29, 2022

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
J ob P urpos e:

Trust Relationship Manager ("TRM") main responsibility is to focus on relationship deepening for existing Citi Trust clients from APAC region.

Role is focused on meeting clients and enhancing client relationships through conducting client reviews and identifying opportunities within existing clients of the Trust Companies. The roles involves travelling to key countries in the region.

TRM will partner with Fiduciary Services Heads, Regional Trust Head and Wealth Planners to deliver high quality services and to coordinate travel plans and client coverage to maximise impact.

K e y Res ponsibi l i t i e s :
  • Setting and communicating relationship deepening goals for Citi Trust for the relevant region/market
  • Manage client development plans and deepening client relationships through enhanced service and client reviews for targeted clients. Specific activities will focus on planning, scheduling, conducting and reporting on:
    • Client Reviews
    • Specific Client Relationship Plans
    • Trust Company Travel within the Region
    • Risk Management resolution
  • Identify product development ideas (including quantification of business impact) from relationship deepening activities
  • Assume ownership and resolution for client issues and risk management challenges
  • Be an proactive product partner to Bankers and Wealth Planners. Focus on adding value to service delivery processes and increasing the visibility of Citi Trust
  • Responsible to coordinate with the Fiduciary Services Heads to ensure the relationship deepening plans are well managed, regional coverage is achieved and goals are met.
  • Will participate/lead monthly coordination meetings providing regular updates (including progress against targets and action plans) to Regional Teams

A dmini st r at ion
  • A pp l y ing an d en f o r cing t h e C orporation 's po l i ci e s w ith c li en t s an d en t i t i e s m anage d b y t h e International T ru s t C o m pan ies.
  • G u id e , le a d an d c o a c h t h e Fiduciary Services t e a m in significant client matters
  • Assist with c o m p lex le ga l, t ran s a c t i ona l an d a c c oun ting prob l e m s t h a t ar i s e within the market
  • Raise opera tio na l i s s ue s w it h in Fiduciary Services o r w ith t h e T ru st Reg ion Hea d

S taff ing
  • Create an efficient working environment which promotes teamwork, responsibility, ownership and integration with all partners.
  • Set high individual performance standards
  • Act as an owner and fost e r s o lid t e a m w or k w it h in Fiduciary Services globally and also with other functional teams.

R i s k a nd C ont r o l
  • Repor t o n and analyse t rend s an d re c urr ing i s s ue s to the regional teams. Identify solutions and implement action plans .

Legal and Regulatory
  • TRM will contribute to regulatory updates and provide market context where required.

Deve lop m e nt V a lu e :

A highly performing candidate would be considered over time for:
  • Deputizing for Trust Centre Head
  • Performing a Regional Wealth Planning Role
  • Product development opportunities

Global exposure to the Citi Private Bank; dealing with clients and banking teams across the Citi network

P e r s on Spe c i f i cat i o n

K n o w l e dg e /E x pe r i e nc e :

  • E x per ie n ce in B an kin g , Lega l a n d C o m m e r cial re l a t e d areas
  • E x t en si v e k no w le dg e o f t r u st la w , c o m pan y law an d ad m i n i s t ra ti v e pra c t i ce; thorough understand of the competitive environment and industry practices.
  • P ro v e n t ra c k r e c or d in trust administration and managing business functions on a regional level.
  • Recognised as an expert and is sought after for strategic advice

S k i l l s :

L ea de rs hip S k i l ls
  • Makes a significant financial impact on the overall business through increased client interaction.
  • Is an ambassador for the business and a leader/role model within and outside of Citi Trust
  • A b ility to influ e n ce an d ins p ire o t h er s to a c h ie v e goa l s an d e ff e c t c hang e ma nag e m en t
  • Active member of the Citi Trust Team. Has a broad knowledge of Citi Trust Product and servicing capabilities.

Technical S k i l ls
  • Extensive k no w le dg e o f:
  • ban king produ c t s an d in v e s t me n t inst r u m e n ts an d ho w t he y ar e u s e d in t h e o v era ll m anag e m e n t an d a d m in i st ra t ion o f w ea lth
  • c o m pan y an d t ru s t law an d t he ir use in s u c c e ssion p l ann ing
  • a cc ou n ting c on c ep t s an d t he ir app lic a tio n s
  • Leverages the global capabilities of CPB and Citi.
  • P roa cti ve ly id en ti f ies , an t i cip a t e s and manages r i s k s

A n a l y t i ca l S k i lls
  • Manages the most complex, high profile and ambiguous problems and challenges. Escalates issues.
  • A b ility to ana l y se an d e v a lu a te business and client challenges and propose solutions in accordance with general policy and procedural requirements

C o m mu n i cat ion S k i l ls
  • A b ility to c o m m un i c a te ( v erba l an d w r itt e n E ng lis h ) in a c o n c i se an d c oheren t m anne r w ith a t t orne y s, cli en t s an d GMMs/ P r i va te B a n k er
  • Able to c on v e y i s s ue s, c ha ll enge s and oppor t un i ties a r i s ing in t h e ord in ar y c our se o f b u sin e s s
  • A b ility to int era c t, c oopera te an d r e s o l v e i ss u e s w ithin Citi Trust globally and the CPB.

Qu a li f i cat ion s :
  • A degre e o r pro f e s s io na l qua l i f i c a t i o n f r o m a re c ogn i ze d un i ver sity o r c o ll eg e in La w , B u si n e s s , A c c oun ting, o r re lat e d ba ck groun d
  • Ten to fifteen years or more experience working in Trust, Banking, Legal and Commercial related areas
  • Other languages in either Mandarin, Cantonese, other Asian language will be added value

C ompe t e ncie s :
  • Ability to work and interact with teams remotely
  • A na l y t i c a l mi nd , w ith s t ron g prob le m - s o l v ing s kil l s
  • E x c e ll en t int erp e r s ona l an d c o mm u n i c a tion s k il l s
  • Re s u l t s -or ie n t ed , a b le to organ i z e an d pr io r iti z e across jurisdictions and centres
  • Fle x ibility an d A dap t ab i lity
    • A b le to ea s ily ad j u st to c hange s in t h e w or k en v ir o n m en t
    • A b le to w or k e ff e c ti ve ly unde r pre s s ur e
    • A b le to e f f e c ti ve ly m anag e mu l tip l e t a sk s / pr io r i ties
  • Ability to influence business partners and work with Senior Management across the organisation to achieve business goals.

Job Family Group:
Private Client Product Services

Job Family:
Trust Wealth Planning

Time Type:
Full time

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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