This job offer is not available in your country.
Trust Relationship Manager (Manager / AVP)
Bank of SingaporeSingapore30+ days ago
Job description5- 8 years of trust administration experience STEP Diploma or a WMI Certificate in Trust Services preferred Familiar with localerning trust laws and regulations; and standard AML policies and requirements by Financial Institutions. Strongmunication and interpersonal skills Able to work with little supervision, and has initiative toplete work independently Manage clients' expectations and suggest / provide solutions Good time management and organizational skills. Eye for details and able to manage multiple priorities. Team player
Trust Relationship Manager (Manager / AVP)At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!
Trust Relationship Manager will be responsible for a portfolio of trusts and / orpanies structures.
- Responsible for daily administration of trust and / orpanies, including preparing letter of requests, preparing trust review packs for clients meeting, reviewing of letter of wishes, account opening, insurance transfer / purchases, property transfer / purchases etc, revocation, termination.
- Responsible for drafting of appropriate trustee andpany minutes and resolutions for structures under care
- Review the accuracy of data recording in the trust system, input by Trust administrator.
- Review periodic reviews deck, investment review and transaction reports prepared for structures under care
- Interact and liaise with private bankers, intermediaries and clients on trust and / orpany matters
- Conduct trust review with settlors
- Attend client meetings independently for structures under care or with Senior Trust Manager forplex structures
- Attend to clients' matters promptly and provide solutions to clients' queries
- Participation in ad-hoc projects
- Act in accordance with core values (Lasting Value, Integrity, Forward-looking, Respect, Responsibility) of the organisation, and demonstrate the highest standards of business and personal conduct.
Qualifications
Job ID 240000SX