Trust Relationship Manager (Manager/AVP)

Trust Relationship Manager will be responsible for a portfolio of trusts and/or company structures.

• Manage client relationships for the structures under care.
• Attend to clients’ matters promptly and provide solutions to clients’ queries.
• Daily administration of trust/companies, including preparing letters of requests for account opening, insurance transfer/purchases, property transfer/purchases, revocation, termination, and preparing trust review packs for client meetings.
• Review and revise letters of wishes, prepare appropriate trustee and company minutes and resolutions.
• Review and approve periodic reviews, investment review and transaction reports prepared for structures under care.
• Conduct trust review with clients and explore room for asset consolidation.
• Attend client meetings independently for structures under care or with team head for complex structures.
• Interact and liaise wi...