- Work closely with relationship managers, to identify clients' needs and provide suitable solutions.
- Actively prospect and lead marketing activities for junior trustees.
- Work closely with other business units for any Single Family Office set-ups and insurance referrals.
- Minimum 10 years of relevant experience
- Bachelors preferred
- Strong background in Business Development, well-rounded in Wealth Planning, Trust, Insurance or Legal.
Selby Jennings is a Trading Style of Phaidon International (License number 16S8194)