Drive client-focused trust services as a seasoned Trust Officer. Deliver personalized management for high net worth clients while effectively building relationships and identifying new business opportunities.
In this role, you will manage trust accounts, ensuring compliance and accurate administration. Your expertise in estates and trusts will empower you to provide top-notch service and propose solutions tailored to client needs. A proactive approach to identifying new opportunities will be essential for both the company and client growth.
Key Responsibilities:
• Provide personalized experiences to high net worth clients
• Manage daily oversight of trust accounts and relationships
• Identify and pursue new business opportunities proactively
• Ensure compliance with policies and procedures
• Build internal and external partnerships for seamless solutions
Requirements:
• 3-5 years of relevant experience in trust management
• Professional accreditation along...