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Trust Relationship Manager (Manager/AVP)

Employer
Bank of Singapore
Location
Singapore, Singapore
Salary
Competitive
Closing date
Mar 3, 2024

View more

Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group's global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!

Bank of Singapore opens doors to new opportunities.
Start your career with Bank of Singapore Trustee as a Trust Relationship Manager. !

Trust Relationship Manager who will be responsible for the daily trust administration and trust client relationship management for a portfolio of trusts and/or companies structures.

Main duties:

• Responsible for daily administration of trust and/or companies structures, including preparing letter of requests, preparing trust review packs for clients meeting, reviewing of letter of wishes, account opening, insurance transfer/purchases, property transfer/purchases etc, revocation, termination.

• Responsible for drafting of appropriate trustee and company minutes and resolutions for structures under care.

• Responsible for regulatory reporting for structures under care.

• Review periodic reviews deck and transaction reports prepared for structures under care.

• Interact and collaborate with private bankers, wealth planners and intermediaries on trust and/or company matters.

• Manage the clients' expectation and attend to clients' trust matters promptly.

• Attend client meetings independently for structures under care or with team head for complex structures.

• Conduct regular trust review with the clients and address client queries independently.

• Contribute efforts for ad hoc projects which are assigned by Management from time to time.

Qualifications

• 5 to 7 years of trust administration experience

• Familiar with local governing trust laws and regulations; and standard AML policies and requirements by Financial Institutions.

• Strong communication and interpersonal skills

• Able to speak and articulate confidently.

• Able to work with little supervision and has initiative to complete task independently.

• Good time management and organizational skills

• Eye for details and able to manage multiple priorities.

• Team player

• STEP Diploma in International Trust Management or a WMI Certificate in Trust Services preferred.

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