Trust Relationship Manager - Family Office Advisory - Private Bank

Job Description : Trust Relationship Manager - Family Office Advisory

Description

Our client seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world.

They are currently seeking a high caliber professional to join their team as Trust Relationship Manager.

Principal responsibilities

- Serving a portfolio of client relationships

- Managing trust relationships and trust structures, including the management of underlying assets such as real estate and investment portfolio

- Managing and maintaining contact with trust parties to ensure that the structures are still valid and current and appropriate in relation to change of circumstances and restructure if required

- Handling distribution requirements

- Ability to identify new business opportunities from existing client structures, such as cross selling opportunities for other divisions and within Private Wealth Solution for philanthropy, governance, liquidity planning and probate and involving respective specialists at appropriate times

- Ensuring client satisfaction

- Ensuring continued compliance with all relevant policies and procedures and regulatory requirements

- Ensuring proper due diligence is conducted on the existing client, and adhering to internal policies and any regulations giving full consideration to reputational and fiduciary risks, when managing or restructuring the trusts, including identifying associated risks such as tax, legal and reporting.

- Adhering to proper pricing guidelines, and client take on procedures, and comply with all relevant policies and regulations.

- Comply with all cross border guidelines

- Support teamwork through working with other team members, across Trust Relationship Managers platform and other departments.

Qualifications

Requirements

- Degree holder in law, accounting, business or tax,

- Experiences in another financial institution or independent trust companies with trust experience

- Solid experience in client relationship management with legal and tax professional exposure

- Fluent written and spoken English.

- Travelling is required on need basis

- Good interpersonal skills

- Able to work independently with minimum supervision and detail oriented