TRUST SERVICES
Associate, Trusts
Precepts Trustee Limited |
PreceptsGroup International
Employing Entity
Precepts Trustee Limited
Department
Trust Services
Location
Central (Tanjong Pagar)
Employment Type
Full-time, 5-day work week
Applications
Please email your application to hr@preceptsgroup.com with the subject line: “Application: Associate, Trust”
The Role
Precepts Trustee Limited acts as trustee for families across Singapore and the region. As an Associate in the trust team you will support the full life of a trust — onboarding and due diligence, structuring conversations with estate planners, and the administration, distributions and record-keeping that follow for years afterwards. You will be trained against a structured six-month competency framework and supervised throughout by a Trust Manager.
Key Responsibilities
- Support the establishment of new trusts, from onboarding and CDD/KYC through to execution of the trust deed.
- Explain the features and suitability of different trust structures to clients and estate planners, under supervision.
- Collaborate with clients, estate planners, introducers and Will drafters so that Will, LPA and trust documents work together as a single plan.
- Coordinate the transfer of funds and assets into trust with banks, custodians and other counterparties.
- Liaise with clients and beneficiaries to collect due diligence documents and arrange signings.
- Support ongoing trust administration, including trustee resolutions, distributions and loan arrangements.
- Maintain trust records, ledgers and audit trails to MAS and internal documentation standards.
- Contribute to internal and estate-planner-facing training and sharing sessions on the trust proposition.
What You Will Need
Essential
- Diploma or above.
- Excellent verbal and written communication in English.
- Ability to converse in Mandarin, in order to serve Mandarin-speaking clients and their families.
- Meticulous, with visible pride in the accuracy of your work.
- Discretion in handling confidential client and family information.
- Composure and professionalism when conversations become difficult.
Advantageous
- Prior client-facing experience.
- Background in financial services, estate planning, legal, corporate services or accounting.
- Existing or in-progress STEP or AEPP® qualification.
How You Work
- Meticulous and process-disciplined — trusts run for decades on the records you keep.
- Able to identify the appropriate option for a client rather than the easiest one.
- Comfortable holding a position politely under pressure.
- Collaborative across estate planning, compliance and operations.
What We Offer
- A structured six-month competency framework with defined monthly milestones and assessment.
- Sponsored certifications pathway: STEP (Affiliate level), AEPP® or other trust qualifications.
- Internal exposure to PTL Board meetings, PTL Operations meetings, and audit or compliance reviews.
- Mentorship from an assigned Senior Trust Manager.
- Medical and dental benefits upon confirmation.
- Annual salary review and performance-based bonus.
Work Arrangements
- On-site at Tanjong Pagar.
- 5-day work week.
- Training provided.
