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.

Trust Administration, Client Relationship Management and Client Advisory:

  • 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 – 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.

Salary Range: $4,500 - $7,000 Per Month