Private Trust Advisor
Private Trust Advisor
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Job Description
Develop estate planning strategies that ensure long term relationships with clients and their beneficiaries.
Manage trust clients to deepen existing relationships and increase share of wallet.
Drafting Trust Deeds Wills and other Estate Planning documents and structuring of Estate Plans.
Market potential clients to achieve a conversion rate that ensures the realization of Trust business targets for number of new clients and value of funds under management.
Provide quarterly and annual Report to clients detailing activities in Trust Settlements.
Work with ARM Trustees accountants to prepare financial year budget for the TrustBusiness and develop & implement strategies to achieve this budget.
Monitor developments in the macro-economic environment in general and in the financialservice sector 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.
Provide regular update to relevant Director on business activities and to resolve issues/problems relating to client relations and marketing that may arise from time to time.
Work with other units in the Company to ensure smooth delivery of quality service to clients
Generate new and creative ideas for new product development to broaden the range of trust and estate planning services available to existing and potential clients.
Update skills (marketing investment management analytical relationship management and communication) through self-study financial journals/magazines the internet and formal training programmes.
Maintain a professional outlook and always conduct to project a positive image for ARM.
Discharge other duties that may be assigned from time to time by your supervisor.
Bachelors Degree masters degree or MBA LLB BL. LLM CFA is an added advantage.
Minimum of 3 years relevant experience in private and commercial trust or corporate legal practice or similar role.
Growth in FUM
Increase in trust client base
External Customer satisfaction
Internal Customer satisfaction
Adherence to SLAs
Adherence to regulatory filings required by Securities & Exchange Commission filings.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
