Trust Relationship Manager (AVP)

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

• Responsible for managing client relationships for the structures under care.
• Attend to clients’ matters promptly and provide solutions to clients’ queries.
• Responsible for daily administration of trust and/or companies, including but not limited to preparing letter of requests pertaining to account opening, insurance transfer/purchases, property transfer/purchases etc, revocation, termination, and preparing trust review packs for client meetings, reviewing and/or revising the letter of wishes, 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 stru...

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