Explore Our Careers
Welcome to our "Explore Our Careers" section, where you can learn more about the exciting career opportunities available at British and Malayan Trustees Limited. We are always on the lookout for talented individuals who are passionate about what they do and committed to making a positive impact on our community. Our team is currently fully staffed, and we don't have any open positions at this time. However, we're always interested in connecting with talented individuals who are aligned with our mission and values. Feel free to submit your resume, and we'll keep it on file for future opportunities. Send your CVs to enquiry@bmtrust.com.
Role:
- Responsible for developing a marketing strategy and generating new business flow.
- This role reports to the Executive Director of BMT
Responsibilities:
- To identify and generate new clients for BMT.
- To provide the right solutions for Client’s Estate & Wealth transfer planning via Trust services (both Private Clients & Corporate).
- To achieve individual revenue targets to be set and agreed on an annual basis.
- To work with the ED of BMT, on company’s existing new client pipeline for successful client onboarding.
- To liaise with various professional law firms, Banks, Insurance advisors, Wealth Planners, Family offices in promoting BMT’s Trust services.
- Review & enhance current business activities, recommend & implement a marketing strategy towards identifying new Trust cases.
- Coordinate branding, public relations and community relations activities.
- Coordinate with Compliance to ensure proper KYC onboarding of new clients.
- Manage risk at an enterprise level and safeguard the Company’s integrity & MAS licenses.
Qualifications:
- >5 years’ experience in Trust or Wealth Management industry.
- Relevant Degree in Accounting/Finance/Law/Banking
- A member of Society of Trust & Estate Practitioners (STEP) or Chartered Trustee or Singapore Trustee Association.
- Clear track record of ability to originate and develop new clients requiring Trust services and advice.
Interested applicants kindly send applications to enquiries@bmtrust.com
Role:
- Reporting directly to the Group CEO, responsible for assisting management with all corporate finance matters for the Group, including investment evaluation, banking and treasury-related activities.
Responsibilities:
- To assist in origination, due diligence & execution of any new investment opportunities including potential acquisitions, mergers or Joint ventures.
- To undertake financial analysis of any new business opportunity and make appropriate recommendations to management.
- To monitor industry trends & competitive landscape.
- To undertake preliminary background checks on counterparties.
- To liaise with various external advisors, i.e. Legal firms, Corp Advisors, Banks
- To coordinate with the Group Financial Controller on the Group’s overall financial cashflow position.
Qualifications:
- up to 3+ years of experience in banking, corporate advisory firms, or accounting firms.
- Relevant Degree in Accounting/Finance/Law/Banking or CFA
- Clear track record of ability to be a self-starter with an analytical & problem-solving mindset
- Experienced in data mining, investment research & analysis
- Experienced in valuation modelling, valuation, and methodologies
- Experienced in Financial modelling & cash flow projections
- Experienced in preparing investment papers, proposals or presentation materials.
- Must have accounting skills.
- High level of professionalism, integrity and discretion when handling confidential information.
Interested applicants kindly send applications to enquiries@bmtrust.com
Role:
- Manage the day-to-day administration of a portfolio of Trust accounts, reporting to the Head of Trust Administration
Responsibilities:
- To assist with the on-boarding of new clients and obtain the requisite AML/KYC documentation, review of Source of Funds & Source of Wealth information.
- To assist in drafting trust documents such as trust resolutions and letter of wishes.
- To assist in the Asset(s) transfer into the Trust setup, including opening bank accounts.
- To assist in the collection of earnings, dividends or sale of assets, placement of proceeds in the Trust account.
- To liaise with intermediaries relating to the trust structures such as lawyers, tax advisors and bankers when necessary.
- To assist in the direct distribution of funds to Beneficiaries, in accordance with the Trust Deed.
- To undertake Periodic Review of Trust and Estates under administration.
- To manage and administer the existing book of trust clients and develop the relationship by providing exemplary services.
- To attend any risks derived from annual reviews on the trust structures.
- Perform any other ad hoc assignments.
- To raise awareness to management of any AML or KYC issues relating to our existing trust structures promptly
Skills and qualifications:
- 2- 4 years of proven Trust and Company administration experience
- Relevant Degree/ Diploma holder (Accounting preferred)
- STEP qualified or part qualified /pursuing
- Clear track record of ability to garner client’s confidence & understands the needs of clients when structuring a Trust setup.
- Team-player with outstanding interpersonal skills
- Conscientious, with good attention to detail
- Outstanding written and verbal communication skills
- Proven ability to work under pressure to meet deadlines
- Independent and positive working attitude
Key performance indicators:
- No overdue of periodic reviews of the trust cases being assigned to
- Reply to client’s requests or queries promptly within 2 working days
- Ensure vigilance & awareness of KYC/AML procedures
- Timely new client onboarding with the compliance department
Interested applicants kindly send applications to enquiries@bmtrust.com
Why Choose Us
MAS - Licensed
We are compliant with MAS’ standards of risk mitigation.
Transparent
Billing
Our fees are presented upfront with no hidden costs and are charged not based on the monetary value of your assets but on the work required.
Customised
Solutions
Our financial experts will understand your objectives, criteria and restrictions to help you achieve your goals.
Reliable
We have been providing our services since 1924. British and Malayan Trustee’s reliability has transcended generations and has stood the test of time.