Trust Relationship Manager (Assistant Vice President)

Bank of Singapore opens doors to new opportunities.

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!

General Description

• Trust Relationship Manager will be responsible for a portfolio of trusts and/or companies structures.

Main Duties

• Responsible for managing client relationships for the structures under care.
• Attend to clients’ matters promptly and provide solutions to clients’ queries
• Responsible for daily administration of trust and/or companies, including but not limited to preparing letter of requests pertaining to account opening, insurance transfer/purchases, property transfer/purchases etc, revocation, termination, and preparing trust review packs for clients meeting, reviewing and/or revising of letter of wishes, appropriate trustee and company minutes and resolutions
• Review and approve periodic reviews, investment review and transaction reports prepared for structures under care
• Conduct trust review with clients and explore room for assets consolidation
• Attend client meetings independently for structures under care or with team head for complex structures, where applicable.
• Interact and liaise with private bankers, intermediaries and clients on trust and/or company matters
• 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.

Requirements

• Min 5 - 8 years of trust relationship and administration handling experience
• Familiar with local governing trust laws and regulations; and standard AML policies and requirements by Financial Institutions.
• Strong communication and interpersonal skills
• This role involves regular communication with a mix of clients who speak Mandarin and hence requires handling of documents and email communication written in Chinese.
• Proficiency in Cantonese is an advantage for engaging certain client segments, but it is not compulsory.
• Able to work with little supervision, and has initiative to complete 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
• STEP or a WMI qualification preferred