Key Responsibilities
- Manage a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) client relationships, including families, entrepreneurs and private clients
- Oversee the administration of trust structures, ensuring compliance with regulatory and internal requirements
- Act as the primary point of contact for clients, intermediaries, and advisors (lawyers, bankers, tax professionals)
- Review trust documentation, distributions, and ongoing structuring requirements
- Work closely with internal teams on onboarding, AML/KYC, and periodic reviews
- Support business development efforts by maintaining strong client relationships and identifying new opportunities
Requirements
- 8+ years of experience in trust administration, fiduciary services, or private wealth
- Strong understanding of trust structures, governance, and Singapore regulatory requirements
- Proven experience managing client relationships independently
- STEP qualification (or working towards) is preferred
- Excellent communication skills with the ability to engage directly with clients and stakeholders
- Highly organised, detail-oriented, and able to manage multiple priorities
Desired Skills and Experience
Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
Manage the end-to-end onboarding process for new trust clients, including documentation, compliance checks, and account setup.
Build and maintain strong relationships with clients, understanding their needs and providing tailored solutions.
Ensure all onboarding activities comply with regulatory requirements and internal policies. Identify and mitigate potential risks.
Work closely with internal teams, including legal, compliance, and operations, to ensure a smooth onboarding process.
Educate clients on trust services, processes, and benefits, ensuring they have a clear understanding of their trust arrangements.
