Senior Associate / Assistant Manager, Trust Business Development

Senior Associate / Assistant Manager, Trust Business Development


Key Responsibilities

  • Assist BD in communicating and liaising with intermediaries for new business enquiries
  • Liaise with compliance and trust administration to on-board new businesses i.e. collecting due diligence information, conducting checks / searches and obtaining client-acceptance approval
  • Assist BD team to prepare trust proposals and fee illustrations
  • Provide support to BD team in scheduling prospects, client meetings, assembling of marketing materials and preparing initial invoices
  • Managing end-to-end process in the setting-up of Trust i.e. incorporating the trust underlying company (ies), assist opening bank accounts and assembling trust kits for clients
  • Prepare handover of structures to Trust administration team
  • Coordinating and assisting in trust marketing activities / seminars
  • Assist in assembling and maintaining of marketing materials
  • Assist in updating and maintaining of internal sales force system for new businesses
  • Maintaining new business pipelines
  • Meeting individual’s assigned KPIs

Qualifications and other requirements

  • 2 – 3 years of relevant working experience
  • Degree
  • Computer literate. Preferably strong in Excel and PowerPoint
  • English and Mandarin (to liaise with Chinese clients)
  • STEP qualified preferred
  • Organized and meticulous
  • Proactive and has initiative at work
  • Professional
  • Team player

Singapore (Raffles Place)

Vistra Singapore, 1 Raffles Place, #13-01 One Raffles Place, Tower 1 Singapore 048616
+65 6438 1330
+65 6438 1332

How to apply

If you meet the requirements, please send your detailed CV (English) to;

HR Business Partner
adeline.chong@vistra.com
+65 6854 9900