Head, Private Trust
Head, Private Trust
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Business Strategy:
Support the Head Business Development ARM Trustees in defining and implementing the companys business strategy in line with conditions in its operating environment and helping to drive the implementation of strategic initiatives that sustain / improve the companys competitive advantage within its operating environment.
Business Development:
Proactively seek develop and acquire business prospects across both retail and HNI (High Net-worth Individuals) customer segments with the aim of growing the companys client-base and volume of assets under management.
Client Relationship Management:
Serve the long-term interests of both the company and its clientele by working closely with customers to develop a deepened understanding of their needs and increasing the companys share of wallet for each customer.
Estate Planning:
Develop estate planning strategies to help clients meet their personal goals by tailoring strategy to fit each clients respective attitudes family / business dynamics priorities cost-to-implement beneficiaries needs etc. and implementing same within defined timeframes according to the clients financial needs and goals. The Position Holder is also expected to provide quarterly and annual Report to clients detailing activities in trust settlements.
Product Development:
Lead the development and improvement of the companys private trust product and service offerings by benchmarking against competing firms proactively eliciting the markets needs and working with both key stakeholders both within and outside the company to build alliances and win support in broadening and improving the range of trust and estate planning services to new and existing clients with the overall aim of building the companys competitiveness and market dominance.
Environmental Scanning:
Monitor developments in the macro-economic environment in general and in the financial service sector in particular with a view to taking advantage of the emerging opportunities and minimizing the potential threats to the trust business e.g. changes in clients needs and values competitor activities regulatory changes tax laws etc.
Supports Teams Development:
Provides advice guidance and assistance to less experienced colleagues as required.
- Knowledge Requirement
- Skill Requirement
- Personal Abilities
Educational Requirements
LL. B from an accredited university.
Professional Requirements
Relevant professional certification.
Experience Requirements
Minimum of 6 years of work experience in similar role.
Employment Type
Full-Time
