Roles & Responsibilities
About the Role
We are looking for a motivated and proactive Executive / Senior Executive to join our Trust Services team in Singapore. This is an excellent entry-level opportunity for someone interested in the wealth management, estate planning, and fiduciary services industry. You will support the team in managing business opportunities / client relationships and promoting our trust solutions to intermediaries and prospective clients.
Job Responsibilities :
- Promote the company’s will services and trust structuring solutions
- Work closely with external B2B partners, family offices, wealth managers, financial advisers, law firms, other intermediaries, in client acquisition and relationship management activities
- Assist in preparing marketing materials, presentations, fee proposals, client onboarding documentation, trust documentation
- Maintain and update the client database and help track business leads, opportunities, and follow-ups
- Assist in organizing and participating in industry events, webinars, networking sessions, client meetings, seminars, and conferences
- Collaborate with internal teams (Legal, Compliance, Operations, Finance, Settlements, Fee Team) to support the smooth execution of trust structures and services
- Keep abreast of market trends, regulatory developments, and competitor offerings to support strategic positioning and product development
- Undertake ad-hoc functions and related duties as required
Job Requirements :
Diploma or Degree in Business, Finance, Law, Accounting, or a related fieldUp to 2 years of experience in wealth management, corporate services, legal support, or client service roles is an advantageCandidates without working experience are welcomed to applyInterest in trust and fiduciary services, estate planning, or private wealth structuringStrong communication and interpersonal skillsDetail-oriented, organized, and eager to learn in a fast-paced professional environmentSelf-motivated, results-oriented, and comfortable working in a regulated, client-centric environmentFluency in English and Mandarin; proficiency in another Asian language is an advantageTell employers what skills you have
Wealth Management
Financial Services industry
Trust Services
Microsoft Excel
Client Acquisition
Interpersonal Skills
Relationship Management
Wealth
Accounting
Networking
Estate Planning
Product Development
Corporate Services
Financial Services