Role Overview
The Trust Manager will be responsible for the end-to-end administration of a portfolio of private client trust structures, acting as the primary relationship manager for a defined book of clients. The role carries full fiduciary accountability and requires a practitioner who is technically grounded, client-focused, and compliance-aware.
Trust Administration & Fiduciary Duties
- Administer a portfolio of private client trust structures across relevant jurisdictions, maintaining current knowledge of trust law, regulatory developments, and industry practice.
- Discharge the fiduciary duties of a trustee with care, diligence, and independence, including the preparation and execution of trustee resolutions, distribution authorities, and reviews of letters of wishes.
- Conduct periodic trust reviews and compliance reviews in accordance with internal policy and MAS regulatory requirements.
- Carry out principal trustee and administration functions on behalf of the Company.
Client Relationship Management
- Serve as the primary point of contact for a designated client portfolio, delivering responsive, high-quality service consistent with the standards of a licensed trust company.
- Review client accounts on a regular basis and proactively identify matters requiring attention or escalation.
- Conduct account remediation where required, ensuring client records are accurate, complete, and current.
- Maintain up-to-date client information in the Company's client management system.
Operational & Compliance Responsibilities
- Assist in the establishment of banking, brokerage, and custodian accounts on behalf of trust structures under administration.
- Monitor trust fee schedules and support the collection and reconciliation of fees.
- Observe all applicable anti-money laundering, KYC/CDD, and compliance obligations under MAS Notice TCA-N03 and relevant legislation, including timely escalation of concerns to the compliance function.
- Participate in training programmes as required by the Company or its regulators.
Experience & Qualifications
- Minimum 5 years of experience in trust administration or private client fiduciary services within a regulated environment.
- STEP qualification (TEP or affiliate membership) preferred but not mandatory candidates actively pursuing STEP certification will also be considered.
- Familiarity with MAS regulatory requirements applicable to licensed trust companies is an advantage.
Professional proficiency in English and Mandarin Chinese (spoken and written) is required, to liaise with Mandarin-speaking clients and counterparties.
