Job Description

Analyst, Banking, Fund Administration, Wealth Management
Permanent
Central
27 Feb - 28 Apr 2023




The role includes business development, trust administration, client relationship management and client advisory. Business Development of Trust Services:

• Attend to client enquiries, attend meetings with prospective clients, prepare proposals for new business, and assist in business development activities.
• Ensure that new business acquired are in compliance with regulatory requirements and to reject business with unacceptable business or reputational risks.
• Active involvement with initial client on-boarding process, be responsible for the collection of the establishment fee and to liaise with clients on trust set-up and initial asset injection.

• Act as point of contact for clients, liaise with clients on the administration of trust accounts.
• Day-to day duties includes attend to client queries, coordinate trust account activities, carry out trustee function, and properly document the account files.
• Carry out day-to-day unit trust administration duties for unit trust accounts and ensure that net asset valuation reports are prepared and delivered to unitholders on timely basis.
• Assist in the opening of banking and custodian accounts on behalf of trust accounts.
• Conduct periodic review of assigned trust accounts to ensure that they are being administered in accordance with company policies, jurisdiction and legal requirements.
• Ensure that all accounts met regulatory requirements and to report any breaches.
• To acquire and enhance technical skills where required, keep abreast of market developments.
• Acting as Deputy for Senior Manager.
• Supervise junior and senior trust officers.
• Any additional ad-hoc tasks/projects assigned.

• Minimum 5 years of working experience for Senior Trust Officers, in wealth planning, trust and other fiduciary services. Working experience is unit trust administration preferred.
• Professionally qualified \xe2\x80\x93 STEP or ICSA or studying towards the qualification.
• Strong technical knowledge in trust, tax, accounting and company law.
• Able to assist in reviewing of trust and related documentation.
• Proactive, responsible, attention to detail, strong decision making and organizational skills, strong client relationship management and interpersonal skills, good presentation and negotiation skills.