Responsibilities
- Manage a portfolio of client relationships and trust structures.
- Handle distribution, and work closely with existing clients to look for opportunities and offerings across the bank.
- Be approachable and ensure that clients requirements are met, with all the relevant policies in place.
Requirements
- Minimum 6-10 years of relevant experience (Trust Client Management, Private Clients, Trust Admin, Fiduciary services, or Wealth Planning)
- STEP or ICSA qualification would be a plus
- Fluent in English. Mandarin would be a plus
- Knowledge in Accounting, Legal, and/or Corporate Governance would be a plus
Selby Jennings is a Trading Style of Phaidon International (License number 16S8194)
