Search by job, company or skills

Head Business Development - Trust Services

Head Business Development - Trust Services

hco strategy
5-7 Years
Not Disclosed
  • Posted 17 days ago
  • Be among the first 10 applicants

Job Description

About the client:

Our client is one of the oldest independent, non-bank-owned licensed trust company in Singapore.

Role: Responsible for developing a marketing strategy and generating new business flow.

Responsibilities:

  • To identify and generate new clients
  • To provide the right solutions for Client's Estate & Wealth transfer planning via Trust services (both Private Clients & Corporate).
  • To achieve individual revenue targets to be set and agreed on an annual basis.
  • To work with the ED on company's existing new client pipeline for successful client onboarding.
  • To liaise with various professional law firms, Banks, Insurance advisors, Wealth Planners, Family offices in promoting company's Trust services.
  • Review & enhance current business activities, recommend & implement a marketing strategy towards identifying new Trust cases.
  • Coordinate branding, public relations and community relations activities.
  • Coordinate with Compliance to ensure proper KYC onboarding of new clients.
  • Manage risk at an enterprise level and safeguard the Company's integrity & MAS licenses.

Qualifications:

  • >5 years experience in Trust or Wealth Management industry.
  • Relevant Degree in Accounting/Finance/Law/Banking
  • A member of Society of Trust & Estate Practitioners (STEP) or Chartered Trustee or Singapore Trustee Association.
  • Clear track record of ability to originate and develop new clients requiring Trust services and advice.

More Info

Job Type:
Industry:
Employment Type:

Key Skills

Client onboarding

KYC onboarding

Estate Wealth transfer planning

About Company