An established international trust and fiduciary services provider is seeking an experienced Trust Relationship Manager to manage a portfolio of private clients.
This is a highly client-facing position where you will serve as the primary relationship contact for clients and their professional advisers, while coordinating trust administration and service delivery across an international network.
Key Responsibilities
- Manage and develop relationships with a portfolio of trust clients as their primary point of contact.
- Handle client instructions involving distributions, asset transactions, beneficiaries, Letters of Wishes and trust deed amendments.
- Liaise with bankers, investment managers, lawyers, tax advisers and other professional intermediaries.
- Coordinate trust administration and service delivery with internal teams across multiple jurisdictions.
- Manage annual trust reviews, onboarding documentation and ongoing client matters.
- Support trust accounting queries and review client invoices and fee arrangements.
- Monitor outstanding fees and follow up on collections where required.
- Ensure client files, records and administrative matters are maintained accurately and promptly.
- Support ongoing CDD, risk assessments, monitoring and other regulatory requirements.
- Ensure client relationships are managed in accordance with internal controls, policies and applicable regulatory requirements.
Key Requirements
- Relevant experience within Trust, Fiduciary or Private Client Services.
- Strong knowledge of trust administration and private client structures.
- Proven experience managing client relationships and coordinating complex client requirements.
- Comfortable engaging with HNW clients and professional advisers including bankers, lawyers and investment managers.
- Good understanding of CDD, ongoing monitoring and fiduciary regulatory requirements.
- Strong communication, organisation and stakeholder management skills.
- Fluent written and spoken Mandarin is required to support Chinese-speaking clients.
Interested parties please send your resume to Wang Kai Li, R1767553 at [email protected].
Regrettably, only shortlisted candidates will be contacted.
EA License Number: 20C0180 | Amethyst Partners | [email protected]