181 Trust Officer jobs in Singapore

The role includes trust administration, client relationship management and client advisory.

Trust Administration, Client Relationship Management and Client Advisory:

• Act as point of contact for clients, liaise with clients on the administration of trust accounts.
• Day-to day duties includes attend to client queries, coordinate trust account activities, carry out trustee function, and properly document the account files.
• Carry out day-to-day unit trust administration duties for unit trust accounts and ensure that net asset valuation reports are prepared and delivered to unitholders on timely basis.
• Assist in the opening of banking and custodian accounts on behalf of trust accounts.
• Conduct periodic review of assigned trust accounts to ensure that they are being administered in accordance with company policies, jurisdiction and legal requirements.
• Ensure that all accounts met regulatory requirements and to report any breaches.
• To acquire and enhance technical skills where required, keep abreast of market developments.
• Acting as Deputy for Senior Manager.
• Supervise junior and senior trust officers.

Requirements

• Minimum 5 years of working experience for Senior Trust Officers, in wealth planning, trust and other fiduciary services. Working experience is unit trust administration preferred.
• Professionally qualified – STEP or ICSA or studying towards the qualification.
• Strong technical knowledge in trust, tax, accounting and company law.
• Able to assist in reviewing of trust and related documentation.

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Associate, Portfolio Management page is loadedAssociate, Portfolio Management Apply locations Singapore time type Full time posted on Posted Today job requisition id 10015178JOB DESCRIPTION

1. Portfolio Management
• Assist in developing, and implementing the Trust strategies and guidelines to meet the Trust objectives.
• Prepare for regular review of all aspects of the Trust strategy and performance in order to deliver superior investment returns and achieve performance targets.
• Contribute to firm’s investment management strategy through research and market intelligence, including keeping current on competitive and regulatory landscape and best practices.
• Proactively assist to monitor and manage risks including FX, interest rate, and tax risk. Develop and execute appropriate strategies to minimize these risks and maximize returns.

2. Client Relationship Management & Business Development
• Develop the messaging for client reports; perform client presentations detailing portfolio activity and results.
• Prepare and coordinate on reports and analysis for investor and investor’s consultants as well as internal stakeholders (monthly, quarterly, annual, and ad hoc), detailing investment-level and fund-level activity and results.

3. Transactions and Asset Management
• Work with the Investment and value creation teams on Trust's strategic plans, monitor operational and financial performance.
• Assist in the day-to-day management of assets and portfolios; work closely with a portfolio analyst to assess performance metrics and support the portfolio decision process.
• Preparation of materials used in the investment approval process.
• Participate in the evaluation and underwriting of the potential acquisitions and divestment opportunities, conducting reference checks, and identifying any significant issues to be addressed during the course of due diligence.

• Possess degree in Business, Finance or equivalent with 2 to 3 years’ experience.
• Proficient using software including Excel, Word, Teams/SharePoint, Outlook, PowerPoint, Argus. Proficiency in Power BI, Yardi and MRI would be an advantage.
• Highly numerate and possessing excellent written and verbal communication skills.
• Diligent, organised, reliable with attention to detail.
• Curious and willingness to suggest improvements.
• Amiable, team player.

Keppel is a global asset manager and operator headquartered in Singapore. With operations in more than 20 countries worldwide, we provide innovative solutions that address some of the world's most pressing needs across the energy transition, rapid urbanisation, and increasing digitalisation.

With sustainability at the core of our strategy, Keppel harnesses the strengths and expertise of our business units to develop, operate and maintain real assets, which provide diverse solutions that are good for the planet, for people and for the Company.

Keppel actively seeks out bright and dynamic individuals to join our talent pool. We offer our employees opportunities to grow and shape their careers, across the geographies in which we operate.

Be part of our Keppel family today.

Find out how Keppel is committed to shaping a brighter, better tomorrow, and building a sustainable future for all.

Join to apply for the Director, Portfolio Management role at Keppel (Fund Management & Investment)

Join to apply for the Director, Portfolio Management role at Keppel (Fund Management & Investment)

Job Purpose

Working closely with and supporting the CEO of Keppel Infrastructure Trust (KIT), this is a key role responsible for managing and driving the performance and resiliency of KIT’s portfolio and investments. The role will be required to work closely with various stakeholders and functional teams across as well as to deliver superior risk-adjusted returns.

Job Description

Job Purpose

Working closely with and supporting the CEO of Keppel Infrastructure Trust (KIT), this is a key role responsible for managing and driving the performance and resiliency of KIT’s portfolio and investments. The role will be required to work closely with various stakeholders and functional teams across as well as to deliver superior risk-adjusted returns.

Key Responsibilities

Support the CEO in managing KIT’s portfolio and investments, including but not limited to:

• Determining the optimal portfolio construct and capital allocation based on long-term market outlook and other factors
• Refining and executing investment strategies to achieve KIT’s long-term objectives and drive superior risk-adjusted returns
• Leading and planning for the annual board strategy meeting
• Monitoring, evaluating and driving performance of the portfolio to drive returns and yields
• Determine long term strategic plans and options for various investments
• Identify initiatives to drive value and outperformance at portfolio companies
• Undertaking hold vs sell analysis
• Supporting acquisitions and divestments, and asset management of portfolio companies
• Supporting capital raising exercises
• Working with the finance and asset management teams on portfolio reporting
• Supporting investor relation efforts such as engaging and communicating with unitholders and potential investors on KIT’s mandate, investment strategies, performance and plans
  

• Possess degree in business, finance, economics or related field disciplines or equivalent
• Minimum 10-12 years of relevant working experience in infrastructure or private equity investments, consultancy or investment banking
• Excellent stakeholder management capability and able to work well across different functions and levels
• Excellent written and oral communication, presentation and interpersonal skills
• Ability to think out of the box, multi-task and work in fast pace dynamic environment
• Strong commercial acumen and high proficiency with financial analysis and modelling
  
  

• Seniority level Director

• Employment type Full-time

• Job function Finance and Sales
• Industries Investment Management

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**Job Title:** Investment Administrator

Investment Operations Support Role

We are seeking a highly motivated and detail-oriented Investment Administrator to support our investment operations team. As an Investment Administrator, you will play a critical role in managing various aspects of investment administration, including fund operations, reporting, and compliance.

About the Role:

• Assist in managing investment administration processes, including fund operations, reporting, and compliance.
• Support financial reporting, accounting, and reconciliation related to investments.
• Coordinate with external auditors, tax advisors, and fund administrators.
• Monitor and track portfolio investments, capital calls, and distributions.
• Ensure adherence to regulatory and internal compliance requirements.
• Assist in preparing investment reports and presentations.
• Work closely with internal teams and external partners to facilitate smooth investment operations.

Key Responsibilities:

1. Manage multiple tasks simultaneously in a fast-paced environment.
2. Maintain accurate and detailed records of investment transactions and activities.
3. Prepare and analyze financial reports, statements, and other documents as required.
4. Develop and maintain relationships with internal and external stakeholders, including investors, fund managers, and service providers.

Requirements:

• Fluency in Japanese (spoken and written) is required for effective communication with our Japanese HQ.
• Accounting qualification (e.g., CPA, ACCA, CA) is preferred but not mandatory.
• Strong analytical skills, attention to detail, and ability to work accurately under pressure.
• Excellent organizational and time management skills, with the ability to prioritize tasks effectively.

Please submit your application to this advertisement by selecting

Job Title: Investment Portfolio Manager

We are seeking an experienced Investment Portfolio Manager to join our team. As a key member of our investment team, you will be responsible for managing financial and investment portfolios for corporate businesses (B2B) and individual clients (B2C). Your primary focus will be on delivering high-quality investment solutions that meet or exceed client expectations.

Key Responsibilities:

• Manage financial and investment portfolios for corporate businesses and individual clients
• Develop and implement investment strategies to achieve client goals and objectives
• Conduct thorough analysis of financial markets and investment funds, including equities, ETFs, bonds, and unit trusts
• Provide integrated financial solutions for clients through wealth preservation, partnership management, estate, and business succession planning

Required Skills and Qualifications:

To succeed in this role, you will need to possess the following skills and qualifications:

• A bachelor's degree in finance, economics, or a related field
• Minimum 3 years of experience in investment portfolio management or a related field
• Strong analytical and problem-solving skills, with the ability to think critically and strategically
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
• Ability to work independently and as part of a dynamic team

As an employee of our company, you can expect a range of benefits, including:

• Career advancement opportunities to senior executive and managerial roles
• Flexible working hours and a work-life balance
• Comprehensive structured training program tailored to your needs
• One-on-one mentorship and support from experienced professionals
• Supportive and collaborative team culture
• Remuneration: Additional incentives and bonuses based on performance
• Incentivized overseas trips and professional development opportunities

• Provide support in reviewing announcements, periodic financial statements, annual reports, and circulars on corporate actions.
• Advise directors and senior management on continuing listing obligations and corporate governance matters.
• Interact with clients, regulators and other professionals such as auditors, lawyers and corporate secretaries.
• Monitor daily share price movements and media coverage of clients.
• Conduct client-onboarding due diligence.
• Carry out ad-hoc tasks as required.

• Degree in Accounting/Finance/Economics/Law or other comparable qualifications.
• At least 2 years (Senior Associate) and 3 years (Assistant Manager/Manager) of relevant experience.
• Able to understand and analyse financial statements.
• Ability to demonstrate attention to details.
• Ability to work in a fast-paced environment that would require managing multiple priorities and needs of stakeholders, as well as the agility to respond to changes and developments.
• Strong project and time management skills with high level of initiative and ownership.
• Strong articulation and written skills.
• Ability to work independently and deliver results under pressure.
• Familiarity with Bloomberg and relevant knowledge in listing rules is a plus.

Key Responsibilities

• Manage full sets of accounts for assigned properties and ensure timely month-end closing.
• Process incoming cheques, bank deposits, and update accounting records and debtor listings.
• Prepare and issue monthly maintenance, sinking fund, and special levy invoices and statements.
• Handle supplier payments and manage petty cash.
• Generate monthly financia reports: income & expenditure, balance sheet, bank reconciliation, and journal audit trails.
• Submit GST returns and prepare Section 47(1)(c) certificates and reminder/demand letters.
• Collect estate-related fees and maintain accurate financial records.
• Liaise with auditors and coordinate annual account audits.
• Mentor and guide new Accounts Assistants as needed.

Requirements

• Diploma or LCCI
• Proficient in accounting software and MS Excel.
• Strong organizational and communication skills.
• Able to meet deadlines and work independently.

Key Responsibilities

• Manage full sets of accounts for assigned properties and ensure timely month-end closing.
• Process incoming cheques, bank deposits, and update accounting records and debtor listings.
• Prepare and issue monthly maintenance, sinking fund, and special levy invoices and statements.
• Handle supplier payments and manage petty cash.
• Generate monthly financia reports: income & expenditure, balance sheet, bank reconciliation, and journal audit trails.
• Submit GST returns and prepare Section 47(1)(c) certificates and reminder/demand letters.
• Collect estate-related fees and maintain accurate financial records.
• Liaise with auditors and coordinate annual account audits.
• Mentor and guide new Accounts Assistants as needed.

Requirements

• Diploma or LCCI
• Proficient in accounting software and MS Excel.
• Strong organizational and communication skills.
• Able to meet deadlines and work independently.

Key Responsibilities

• Manage full sets of accounts for assigned properties and ensure timely month-end closing.
• Process incoming cheques, bank deposits, and update accounting records and debtor listings.
• Prepare and issue monthly maintenance, sinking fund, and special levy invoices and statements.
• Handle supplier payments and manage petty cash.
• Generate monthly financia reports: income & expenditure, balance sheet, bank reconciliation, and journal audit trails.
• Submit GST returns and prepare Section 47(1)(c) certificates and reminder/demand letters.
• Collect estate-related fees and maintain accurate financial records.
• Liaise with auditors and coordinate annual account audits.
• Mentor and guide new Accounts Assistants as needed.

Requirements

• Diploma or LCCI
• Proficient in accounting software and MS Excel.
• Strong organizational and communication skills.
• Able to meet deadlines and work independently.