jobs in British And Malayan Trustees Limited

Kerja Sepenuh Masa Trust Relationship Officer, Gaji tinggi SGD 5,500 di British And Malayan Trustees Limited Central Region (Singapore) - Maukerja

Trust Relationship Officer

British And Malayan Trustees Limited

Sepenuh Masa

Downtown Core, Central Region (Singapore)

Kongsi
Simpan

Lokasi Kerja

  • North Bridge Road Downtown Core Central Region (Singapore) Singapore

Penerangan Kerja

Tanggungjawab

Job Description & Requirements

Role:
  • Manage the day-to-day administration of a portfolio of Trust accounts, reporting to the Head of Trust Administration
Responsibilities:
  • To assist with the on-boarding of new clients and obtain the requisite AML/KYC documentation, review of Source of Funds & Source of Wealth information.
  • To assist in drafting trust documents such as trust resolutions and letter of wishes.
  • To assist in the Asset(s) transfer into the Trust setup, including opening bank accounts.
  • To assist in the collection of earnings, dividends or sale of assets, placement of proceeds in the Trust account.
  • To liaise with intermediaries relating to the trust structures such as lawyers, tax advisors and bankers when necessary.
  • To assist in the direct distribution of funds to Beneficiaries, in accordance with the Trust Deed.
  • To undertake Periodic Review of Trust and Estates under administration.
  • To manage and administer the existing book of trust clients and develop the relationship by providing exemplary services.
  • To attend any risks derived from annual reviews on the trust structures.
  • Perform any other ad hoc assignments.
  • To raise awareness to management of any AML or KYC issues relating to our existing trust structures promptly
Skills and qualifications:
  • 2- 4 years of proven Trust and Company administration experience
  • Relevant Degree/ Diploma holder (Accounting preferred)
  • STEP qualified or part qualified /pursuing
  • Clear track record of ability to garner client’s confidence & understands the needs of clients when structuring a Trust setup.
  • Team-player with outstanding interpersonal skills
  • Conscientious, with good attention to detail
  • Outstanding written and verbal communication skills
  • Proven ability to work under pressure to meet deadlines
  • Independent and positive working attitude
Key performance indicators:
  • No overdue of periodic reviews of the trust cases being assigned to
  • Reply to client’s requests or queries promptly within 2 working days
  • Ensure vigilance & awareness of KYC/AML procedures
  • Timely new client onboarding with the compliance department

Peringatan Penting

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