Intern - Trust

Singapore

Close: 10/2/2025

Job Description

  • Assist in setting up unit trust funds and the client on-boarding process.
  • Assist in the opening of banking, brokerage and custodian accounts for unit trust funds.
  • Assist in processing subscriptions, redemptions, transfer of units for unit trust funds.
  • Assist in processing trades and investment transactions.
  • Assist in in preparing trustee’s resolutions and the relevant documents, ensure all fund activities and transactions are properly recorded.
  • Assist in maintaining unitholders register and investor files.
  • Assist in preparing and sending units holding statements to unitholders.
  • Preparing documents and updating internal checklists.
  • Scanning and filling of documents.
  • Updating information into CRM system.
  • Any ad hoc duties assigned to.

 

*Internship period required: Minimum 2 months or above. Please state the internship period (dd/mm -dd/mm) in your application.