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Trust Business Development Manager

Ascentium Fiduciary · Singapour

New
Senior 🇬🇧 English

Job description

About the role

Ascentium, a global business services platform backed by over 50 years of Harneys Fiduciary's experience in the British Virgin Islands, Cayman Islands, Cyprus, Hong Kong and Singapore, is looking for a commercially driven Trust Business Development Manager. The role accelerates revenue growth in trust and fiduciary services by originating new business from HNWI/UNHWI and family office clients, cultivating intermediary relationships and expanding share of wallet in existing accounts.

Key responsibilities

  • Develop and execute a market development plan to hit quarterly and annual revenue targets across HNWI/UNHWI, family offices, private banks, law and tax firms
  • Sourcing and qualifying leads through the network, events, referrals and outreach, and building a forecasted pipeline
  • Conduct discovery on client objectives (wealth transfer, asset protection, succession, philanthropy) and prepare proposals, pitch materials and pricing with Product, Legal and Trust Administration
  • Build relationships with private bankers, EAMs, lawyers, tax advisors and corporate service providers, negotiate introducer agreements and track referral performance
  • Represent the firm at industry events and speak at client and intermediary briefings
  • Identify cross-sell and up-sell opportunities with Relationship Managers and Trust Administration, and lead account planning for top clients
  • Coordinate end-to-end conversion: proposal, KYC/AML, source-of-wealth, fee agreements and onboarding, partnering with Compliance on due diligence
  • Track market trends and competitor offerings, give feedback on client needs and help package new products
  • Follow AML/CFT, sanctions and regional regulatory requirements, and provide forecasts and activity reports to management

Required profile

  • Bachelor's degree in law, finance, business or a related field; STEP, CFA, CA or CFP preferred
  • 5-8+ years in trust and fiduciary services, private banking, wealth planning or similar, with a strong new-business track record
  • Solid understanding of trust law, fiduciary duties and regulatory frameworks in Singapore, Cayman and BVI
  • Proven success closing complex, multi-stakeholder deals with HNWI/UNHWI and family offices
  • Established intermediary network in the region and ability to develop introducer channels

Required skills

  • Consultative selling, solution structuring and executive communication
  • Pipeline management and forecasting
  • Ability to explain technical trust concepts clearly to clients
  • High integrity, discretion and cultural sensitivity; comfort engaging C-suite and family principals
  • Preferred: experience across Asia, multilingual capability and entrepreneurial, hands-on approach

Questions fréquentes

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Published 4 hours ago

Expires 1 month from now

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Ascentium Fiduciary

Singapour