Wills & Trust Specialist

IPA Advisory| Date Posted: 16-May-2019
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Job Nature:
Permanent
Position Level:
Entry Level
Qualification:
'A' Levels, Diploma, Bachelor's / Honours

Job Description

Wills & Trust Specialist

 

With an established presence in Singapore, we are looking to fill this critical role fast for the ideal candidate. This role is for an individual with strong relationship-building skills and who is concise and detailed to a fault. This role encompasses much importance as it is critical to vet and prepare proper estate planning documents to save the clients thousands of dollars in probate fees and to fuss-free distribution of assets in light of unfortunate circumstances.

 

It is important that our Will & Trust services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals. Joining a superb and entrepreneurial environment, you will be growing alongside with us exponentially year on year.

 

Job Description

  • Partnering with Advisors to grow new and existing trust and estate business client portfolio
  • Cross-selling of services; maintain and develop strategies for increasing business with current clients
  • Oversee the administration of estate and advising clients on an all-aspect inheritance planning and wealth protection strategies for themselves and their families
  • Guiding clients on asset-repositioning on beneficiaries, wills, probates, living and control trusts, incapacity, post-mortem guidelines etc
  • Protecting the interests of clients’ wishes to secure their assets for generations to come while managing risk.
  • Increase client comprehension on executors and successor trustees
  • Develop relationships with beneficiaries and advisors in order to ensure the decedent and or grantor’s purposes and needs are carried out
  • Grow, retain and deepen client relationships
  • Displaying a high degree of integrity and confidentiality in all aspects

 

Requirements

  • Minimum Diploma in any field. Preferably from a Business, Finance or Law background
  • 2 years of experience in a similar role
  • In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory requirements applicable
  • Work independently with a high level of drive to excel and dynamism
  • High EQ - being a people’s person with excellent interpersonal, communication, written and problem-solving skills
  • Exercising infallible ownership and commitment to each servicing
  • Highly analytical and paying attention to detail at a high level of accuracy and must have strong business acumen and organizational ability.
  • Adept at proofreading for content, grammar and accuracy
  • Highly-adaptable to changes in the work environment; delays, or unexpected events
  • Maintaining positive contact with clients, attorneys and staff all whilst observing utmost confidentiality of client matters

 

What’s in it for you?

  • A vibrant and supportive environment where your voice matters
  • Incontestable path to career development and progression
  • We offer significant business allowances + commissions + monthly incentives
  • 1 to 1 mentoring to ensure you do not fall behind

 

The incumbent shall receive

On top of a significant allowance ranging from S$2,000 - S$4,000 depending on prior experiences, a plethora of significant incentives as to what a successful applicant can expect are as follows:-

  • Quarterly bonuses up to S$32,000 per year
  • Worldwide travel trips (minimum 3 internations trips annually)
  • Expense allowances up to S$150 each month
  • I.T peripherals (tablets/laptops) grants
  • Heavily subsidized and sponsorship of selfdevelopment courses or relevant education
  • An invitation to the prestigious annual Awards Night Gala

 

Company Overview
IPA Advisory