Trust Officer (6-months Contract)

Job Summary

The successful candidate will report to the Manager and will primarily focus on the onboarding of ultra-high-net-worth (UHNW) and high-net-worth (HNW) clients, while supporting the marketing initiatives of Butterfield Trust in Asia. The role will work closely with the team to facilitate the onboarding of new clients and the review of existing client relationship. In addition, the candidate will support the preparation of marketing materials, client onboarding documentation and business proposals for internal review and approval. 

Job Accountabilities 

• Support the Marketing and Onboarding Team in conducting client onboarding and ensuring the completeness and adequacy of KYC information and due diligence documentation for new clients, including but not limited to Source of Wealth (SOW), Source of Funds (SOF) assessments and name screening checks.


• Prepare trust administration documentation to assist the Trust Managers/Officers on the set up or transfer of Trusts, including but not limited to bank account opening/updates, insurance updates, company related transfer documentation.


• Ensure the accuracy and completeness of client and trust information recorded in Navision for all new business onboarding, in accordance with Group Trust guidelines and requirements.


• Supporting the Marketing and Onboarding Team in the preparation of client presentations, proposals and pitch materials tailored to private trust services.


• Assist in coordinating client meetings, marketing initiatives and industry networking events to support the Marketing and Onboarding objectives of the team.


• Providing support with the planning and execution of new ideas to meet perceived market needs.


• Assisting with any other duties as assigned by the management.

Know-How/Competency Requirements 

• University degree in business, law or accounting, with a minimum of five years’ experience in the trust industry.


• TEP (Society of Trust and Estate Practitioners) designation would be considered an asset, or a commitment to completion of the designation.


• Excellent communication and effective business writing skills.


• Demonstrated ability to multi-task, work effectively under pressure, team player, good attention to details and manage change within a deadline oriented, customer-focused and diverse environment.


• Relevant language skills; for example, Mandarin Chinese.


• Proficient in Microsoft office suite of applications, and prior use of trust administration systems will be helpful

Problem Solving Requirements

• Ability to identify potential gaps both in on-boarding KYC documentation and trust file administration.


• Ability to approach issues in a methodical manner and be able to communicate your findings clearly and professionally.