RESPONSIBILITIES:

• Deliver a full suite of trust and corporate services to clients
• Maintain and develop a portfolio of ongoing client relationship, with a view to identify new opportunity while ensuring client satisfaction
• Serve as a "A" signatory for the trust company
• Efficiently and effectively lead and manage initiatives and projects
• Conduct regular review and analysis of business performance
• Comply with the Group's internal control and audit standards
• Attend Marketing events and other social events as appropriate
• Manage ad hoc projects
• Develop and maintain adequate product knowledge to deliver full suite of trust and corporate services to clients

REQUIREMENTS:

• Possess at least 7 years of trust experience or applicable trust administration experience
• Strong technical knowledge of the trust and corporate structures
• Experience in client relationship management in Private Client industry
• STEP Diploma qualification would be an advantage
• Strong work ethic; professional, approachable, results oriented, decisive
• Strong relationship management skills 
• Strong knowledge of the regulatory and compliance regime
• Proficient in Microsoft Office

[EA License Number] 18C9289  |  [Registration Number] R1551292fice