Director, Private Client Services

Director, Private Client Services

Contract Type:

Permanent

Location:

Singapore

Category:

Trust & Fiduciary

Subcategory:

Contact Name:

Lyn Thum

Registration No.:

2167

Contact Email:

lyn@fundspartnership.com

Date Published:

13-Aug-2025

About the Company

A well-established international trust and fiduciary services provider with headquarters in Singapore and offices across Asia-Pacific. A well-established international trust and fiduciary services provider with headquarters in Singapore and offices across Asia-Pacific. The firm provides comprehensive fiduciary and trustee services to affluent clients and businesses, with a long-standing presence in the region for several decades.

Position Overview

We're seeking an experienced Director of Client Services to join our client's Singapore office. This pivotal role will manage a portfolio of international trusts and companies for VIP client relationships, including Ultra-High-Net-Worth family office clients. 
 

Key Responsibilities

  • Serve as the primary contact for international clients in the administration of trust and corporate structures
  • Develop new business through regular visits to designated markets and meetings with intermediaries and potential clients
  • Ensure compliance with new business procedures, particularly regarding application forms and Customer Due Diligence (CDD)
  • Draft or coordinate the drafting of trust documentation including Trust Deeds and Letters of Wishes
  • Supervise team members to meet company objectives and client service requirements
  • Maintain accurate client management information systems
  • Oversee financial management of client relationships including invoicing and fee collection
  • Act as Resident Manager of the Trust Company and/or provide director services for Singapore client entities as required
  • Participate in overall management and development of the office
 

Qualifications & Experience

  • Minimum 10 years experience in trust administration within a trustee company, private bank trust department, or professional accounting firm
  • Sound knowledge of trust law and administration practices
  • Working knowledge of corporate secretarial and administration services
  • Understanding of private banking or investment management client service processes is advantageous
  • Business development and marketing experience with intermediaries and potential clients
  • Relevant professional qualifications in trust administration, STEP, banking, accounting or law
 

Ideal Candidate Profile

We are seeking a strategic wealth planning professional with an established network and business development mindset. The ideal candidate will focus on client relationship management and complex problem-solving rather than administrative functions. This role requires someone who can provide high-level trust and fiduciary guidance while effectively managing service delivery, not someone limited to back-office administrative experience.

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