Associate, Trusts

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.