Wealth Advisory Role - India Trust & Fiduciary Services - Bank

ABC is mandated to work on a Wealth Advisory role with a MNC Bank:

JOB Description:

1. Provide structuring solutions to clients to address their wealth structuring needs, promoter liquidity planning.

2. Drafting / reviewing Trust and Fiduciary Documents in conjunction with legal team

3. Engage with prospects & clients on overall India Trust & Fiduciary services proposition both onshore and overseas particularly in relation to tax implications.

4. To have comprehensive understanding of sub functions like Fiduciary Risk, Business Risk, Compliance, Operations, Client on boarding, etc and how their processes and resources interact to achieve the objective of efficient and effective client delivery for Trust business.

5. To be responsible and liaise with internal & external stakeholders for various activities pertaining to client structures and platform delivery & execution.

6. To manage relationship with key trust clients and addressing their needs in respect of asset infusion, distributions, etc.

7. The role holder shall demonstrate a broad and comprehensive understanding of concepts & principles of Indian Trust & Fiduciary services industry by identifying and resolving issues that could have an impact beyond the said scope of services.

8. Engage with KBI, Intermediary network and build a sustainable framework around their relationship management & delivery.

9. The role holder will ensure innovative as well as effective solutions for both platform and client related queries by interacting and collaborating with various internal stake holders and external stake holders e.g. legal firms to interpret problems, carry out research (where required either on his own or through a internal or external stake holder