Job Description:
VP, Trust Advisory
Responsibilities:
• Advising international clients and prospects with regards to their estate planning and wealth structuring needs through the appropriate use of International Trust and Wealth Structuring Business (ITWS) products and services - including travel to local country markets
• Marketing ITWS services to Private Bankers, maintaining strong communication with the field, including travel to branch offices to meet with the sales management teams and Private Bankers
• Supporting the Private Bankers in the initial stages of the marketing of the trust services
• Assisting Private Bankers and their assistants in executing trust documentation
• Keeping record of meetings and conversations with clients and prospects by prompt and thorough completion of contact reports
• Providing training sessions based on pre-established training modules for new hire Private Wealth Managers
• Discussing amendments sought by existing trust clients with the Private Bankers and the trust administration staff in the Isle of Man and/or Singapore
• Liaising with third party professional advisors (e.g. lawyer, property manager, accountant, etc.)
• Monitoring competitor activity in the market
Requirements:
• At least 5 years’ relevant working experience with extensive industry knowledge
• Demonstrates integrity and teamwork
• Strong drive for results
• Client Focus
• Knowledge of relevant legislation and economics environments in the banking and securities industries
• Frontline experience in sales and marketing is essential
• Excellent linguistic and computer skills
• Pleasant personality and good interpersonal skills
• Responsible, detailed oriented and self-motivated
• Initiative and self-confident
• Strong organization and communication skills
• Ability to work under pressure and multi-task
• Excellent team player
• Entrepreneurial
• Hardworking
• Legal training is not a must
Interested candidates who submit their resume in Word format to http://www.jknightconsult.com/reg.htm will be given priority. Alternatively, you can also submit your cv to resume@jknightconsult.com www.jknightconsult.com
