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Managing all aspects of transactions, from securing new deals through to closing and throughout their life.
Day-to-day duties include:
acting as one of the Company's points of entry for new business enquiries (by telephone and email)
contributing to decisions as to whether to take on new business
working up fee proposals
KYC checks and on-boarding duties
involvement in fee discussions, new business document review, negotiation and execution (including acting as an Authorised Signatory)
liaising with external counsel and other advisers
related administration tasks and invoicing
working on full range of post-issue matters, including amendments, waivers, restructurings and defaults
supervising junior members of the team if required
ensuring time is recorded accurately and billed promptly
liaising with trust management, trust support and trust admin to support the handover and on-going requirements of closed transactions
Contributing fully to developing this part of the business and ensuring administration processes are efficient and effective, including thorough record-keeping and provision for client access.
Liaising with business heads, subject matter experts, central functions and third parties.
Working alongside Corporate Trust Directors, Marketing team and other business units to drive new business generation and brand promotion.
Proactively marketing Company services to new/existing clients and other referrers of business with a view to generating new business and additional revenue.
Developing and maintaining excellent relationships with lawyers, issuers, arrangers, originators, lenders, professional advisers and other providers of new business referrals. Meeting with those contacts on a regular basis and promoting awareness of Company services to enhance brand reputation and attract new business.
Thinking innovatively to recommend new lines of business and solve for the right client outcome. Identifying business opportunities for other areas of the business, as appropriate.
Undertaking training and development as appropriate and engaging fully in the performance management process.
Attending meetings as required.
Ensuring compliance with relevant regulatory rules.
Previous experience of working with Corporate Trusts
Experience of managing a suite of third party/supplier/partner relationships
Experience of business development, with demonstrable results