Overview
- Onsite
- BOS Singapore
- Full time
- JR00001495
Bank of Singapore opens doors to new opportunities.
At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!
Trust Relationship Manager will be responsible for a portfolio of trusts and/or companies structures.
− Responsible for daily administration of trust and/or companies, including preparing letter of requests, preparing trust review packs for clients meeting, reviewing of letter of wishes, account opening, insurance transfer/purchases, property transfer/purchases etc, revocation, termination.
− Responsible for drafting of appropriate trustee and company minutes and resolutions for structures under care
− Review the accuracy of data recording in the trust system, input by Trust administrator.
− Review periodic reviews deck, investment review and transaction reports prepared for structures under care
− Interact and liaise with private bankers, intermediaries and clients on trust and/or company matters
− Conduct trust review with settlors
− Attend client meetings independently for structures under care or with Senior Trust Manager for complex structures
− Attend to clients’ matters promptly and provide solutions to clients’ queries
− Participation in ad-hoc projects
− Act in accordance with core values (Lasting Value, Integrity, Forward-looking, Respect, Responsibility) of the organisation, and demonstrate the highest standards of business and personal conduct.
Requirements:
− 5- 8 years of trust administration experience
− Familiar with local governing trust laws and regulations; and standard AML policies and requirements by Financial Institutions.
− Strong communication and interpersonal skills
− Able to work with little supervision, and has initiative to complete work independently
− Manage clients’ expectations and suggest / provide solutions
− Good time management and organizational skills.
− Eye for details and able to manage multiple priorities.
− Team player
− STEP Diploma or a WMI Certificate in Trust Services preferred
About OCBC Bank
OCBC is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. It is now the second largest financial services group in Southeast Asia by assets and one of the world’s most highly-rated banks, with an Aa1 rating from Moody’s. Recognised for its financial strength and stability, OCBC is consistently ranked among the World’s Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker.
OCBC and its subsidiaries offer a broad array of commercial banking, specialist financial and wealth management services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset management and stockbroking services.
OCBC’s key markets are Singapore, Malaysia, Indonesia and Greater China. It has more than 570 branches and representative offices in 19 countries and regions. These include about 300 branches and offices in Indonesia under subsidiary Bank OCBC NISP, and over 90 branches and offices in Mainland China, Hong Kong SAR and Macau SAR under OCBC Wing Hang.
OCBC’s private banking services are provided by its wholly-owned subsidiary Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals.
OCBC's insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia. Its asset management subsidiary, Lion Global Investors, is one of the largest private sector asset management companies in Southeast Asia.
