Trust Manager (Private Wealth)new
IQ-EQ (IQ-EQ) · Other
- All Private Wealth jobs
- Wealth Management & Private Banking
- #20-01 Manulife Tower, Singapore
- Full-time
Job Description
What you'll do
Responsibilities:
- You'll administer private family trusts and their underlying companies, ensuring all trust-related activities are managed accurately and efficiently.
- You'll liaise with clients and external stakeholders, including bankers, to support trust administration activities and establish bank, investment, and brokerage accounts.
- You'll conduct periodic reviews of trust structures and due diligence requirements to ensure compliance with company policies and procedures.
- You'll monitor MAS statutory filing deadlines and help ensure all regulatory and compliance obligations are met in a timely manner.
- You'll be willing to serve as a Resident Manager and/or Director for Singapore client entities in the future, when required, and contribute to governance activities as a member of the Client Acceptance Committee.
What We Offer
- Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
- Wellbeing & Engagement: Enjoy additional social benefits including a CHESS club, EAP support, and fitness program. Through regular business and team updates, morning teas, and fortnightly huddles, we create clarity on priorities and expectations, fostering strong engagement, connection, and a positive team culture
- Annual leave: our employees are entitled to 20 days paid leave plus all statutory public holidays
- Work alongside talented teammates across the region, collaborating both in person and remotely in a truly diverse team.
- Flexible working: we recognise the value of working flexibly and want to ensure all employees enjoy an excellent work-life blend. As such, we are open to conversations with employees related to setting up flexible working arrangementsrking arrangements
Qualifications
About you
Requirements:
- You have a minimum of five years of trust administration or related experience, with a strong understanding of trust, legal, financial, or corporate secretarial practices.
- You hold relevant professional qualifications in Trust, Legal, Financial, or Corporate Secretarial disciplines, with STEP or Accounting qualifications preferred.
- You possess a strong understanding of applicable regulatory requirements, compliance obligations, and related industry policies.
- You are a proactive team player with a positive, can-do attitude, strong initiative, and the ability to thrive in a fast-paced, growing organization.
- You demonstrate exceptional attention to detail, strong communication and interpersonal skills, and the ability to meet deadlines.
- You are fluent in spoken and written Mandarin, as this role supports and manages a Mandarin-speaking client portfolio in Hong Kong.
Additional Information
Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.
There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.
Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 6,500+ employees - from 94 nationalities, across 24 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.
We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success lead to our sustainability and success. We’re emotionally invested in our clients right from the beginning.
- Mid-Senior Level
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