Trust Officer - Singapore - DR CONSULTANCY SERVICES PTE. LTD.

DR CONSULTANCY SERVICES PTE. LTD.
DR CONSULTANCY SERVICES PTE. LTD.
Verified Company
Singapore

2 days ago

Wei Jie

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Wei Jie

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Description

Job Descriptions:

  • Maximising and developing the client relationship potential by reading trust deeds and related documents pertaining to trusts and companies.
  • Acting as a representative of the Trust company to beneficiaries, advisors, colleagues and staff.
  • Authorizing and committing the Trust company on transactions.
  • Maintaining awareness of operational risk and identifying possible problems to managers and staff.
  • Taking an active role in contacting clients and resolving their concerns, while referring complex issues of judgment, ethics or compliance to management.
  • Proactively organising and meeting principals and beneficiaries facetoface, assisting in maintaining ongoing good client relationships and exercising judgment when dealing with clients to ensure trusts and Bank policies are adhered to at all times.
  • Communicating with management, colleagues, clients and other external parties as required.
  • Maintaining an awareness of potential risks and acting when needed to limit risk exposure.
  • Ensuring tasks assigned to team members are completed expeditiously in order to meet deadlines.
  • Assisting with any other duties as assigned by management.

Requirements:


  • University degree with
    _one to three years' experience in the trust _industry.
  • TEP (Society of Trust and Estate Practitioners) designation would be considered an asset, or a commitment to completion of the designation.
  • Ability to understand and interpret trust deeds, wills, bylaws and all applicable/relevant legislation/guidelines relating to trusts, companies and proceeds of crime.
  • Strong understanding of investments and financial services.
  • Good attention to detail with the ability to work independently.
  • Maintain a professional image.
  • Good understanding and awareness of business risks and related controls.
  • Ability to multitask and work effectively under pressure.
  • Good knowledge of trust industry best practices, principles, and policies and procedures.
  • Excellent verbal and written communication skills, and interpersonal skills, as well as team, problemsolving and organizational skills.

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