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Administer and manage a portfolio of complex/ customised private trust structures
Working with clients and front office on execution of transactions, administer Trust mandates.
Review new trust application documents are in order, and meet all on-boarding requirements Review trust deeds, legal and tax opinions for proper administrastion of the complext/ customised private trust structures.
Provide trust relationship management to clients and review their private Trust structure and needs
Work closely with other product teams to provide trust administration and other holistic solutions to clients, and be involved in product development
Maintain client relationships, conduct regular review of client's trust needs Maintain good working relationship with vendors such as trust companies, banks, law firms
At least 4 years of relevant experience in Private Trust, Wealth Planning/structuring, particularly on Family trust and offshore trust structure, in trust firms, family office, banks, insurance companies, wealth management companies, accounting firms or law firms
Bachelor's degree and above with CPA, CFP, CPB or Law degree
STEP qualified or part qualified / pursuing
Strong technical knowledge in Private Trust and client management skills
Diligent, self-motivated, strong interpersonal and communication skills
Proficient in both English and Mandarin
Internal Number: 6379993
About Funds Partnership Asia, EA Licence No: 15C7420
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