Senior Trust Manager
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Summary and Overview
- Senior Trust Manager
- Singapore
- Permanent
- Full Time
- Competitive Salary & Benefits
As an ambassador of Equiom Group, you'll provide a first-class service to our existing and prospective clients, working closely with Directors and wider management team to ensure business growth.
Your New Role
This list of duties is not exhaustive and may change from time to time according to business needs:
- Assist in setting up trust or company structures for new and existing clients, working closely our Business Development resources and onboarding team to convert new opportunities
- Attend marketing meetings with potential clients and intermediaries
- Develop new intermediary relationships and nurture existing relationships to ensure continued inflow of proposals
- Track all meetings and intermediary dealings in Salesforce
- Responsible for lead generation
- Contribute to business profitability by maximising revenue from existing clients and new business/clients
- Act as relationship lead to Mandarin speaking clients
- Have day to day responsibility for all matters arising and help to achieve key strategic objectives for the business
- Act as signatory for a portfolio of trust clients
- Maximise revenue by building quality client relationships and retention
- Work closely with Directors to achieve annual budget
- Understand and apply local legislation relating to the conduct of fiduciary business to ensure that the business complies with regulatory requirements
- Manage operational risks in accordance with local procedures
- Ensure compliance with company standards, policies, and procedures
- Provide trust administration and guidance to junior members of the team
- Act as a Directorial capacity for certain client companies
What will you need to succeed in this role?
As to be expected, we are searching for someone who can bring a range of skills and experiences to enhance the team. As such, there are a few essential skills we are looking for:
- Comprehensive finance related experience with a significant number of years
experience within a Fiduciary environment - Strong organisational and process management skills
- Holds a relevant qualification e.g. STEP, ICSA
- Strong people management skills to coach and development the team
- Written and spoken Mandarin
Personal attributes which would be seen in the ideal applicant include;
- Excellent personal presentation, staff management and communication skills
- Assertive, approachable individual who can work under pressure adhering to deadlines
- Produce work time in a timely fashion with quality and accuracy
- A motivated individual with a strong desire to deliver quality service
- Strong interpersonal skills
- Results focused
Equiom Group
For more than 45 years we have supported high net worth individuals and international corporations to nurture and fulfil their ambitions. We are a global professional services provider, working with private clients, corporate clients and funds to navigate the twists and turns to achieve their ambitions.
We are proactive and passionate. We provide exceptional service to develop deep and meaningful client relationships, providing an unrivalled breadth of bespoke end-to-end wealth protection and business support services.
We are a business which has expanded, allowing us to adapt quickly to change and invest in key areas to support our growth journey. We are looking for brilliant people to join our team to grow and develop with us.
What should you do now?
If you are interested in this role, please apply now. If you have read the above and are unsure about whether this is for you; maybe you can do most of the responsibilities, or you have some of the key skills, please get in touch for a confidential conversation about the role and we can discuss further.
Equal Opportunities
Equiom Group is committed to Diversity and Inclusion across our Global business. We welcome applicants from all interested parties, and any reference to qualifications or certifications should be read to be interchangeable with local or international qualifications and certifications. All applications will be reviewed solely on their merits. All recruitment and selection will be conducted in accordance with prevailing Employment and Equality legislation.
- Department
- Client Services
- Role
- (G) Senior Manager
- Locations
- Singapore
- Employment type
- Full-time
- Team
- Client Services
About Equiom Group
We are on a journey and we want you to join us. We never stop learning and that is why we provide our people with the tools, knowledge and experiences to help them thrive and grow. Whatever your level of experience, there could be a place for you at Equiom.
Senior Trust Manager
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