Job Mandate
Trust Advisory Business, Family Offices.
Responsible for structured account conversions, account administration and risk management.
Duties and Responsibilities
Sales Functions (50%)
· Responsible for analyzing client circumstances, objectives, limitations/nuances with the end view of recommending the appropriate structure to the client
· Ensure the accounts are managed in accordance with the client objectives.
· Ensures that the account structure is attuned to changes in regulations and policies.
Administrative Functions (50%)
· Periodically reviews all structures and assets managed to ensure achievement of objectives and compliance to
client’s mandates
· Monitors and reports the account performance, management and administration
· Ensure compliance of accounts and account process to rules, regulations and laws
· Ensures that risk exposures are within the Bank’s capacity to manage and that risks are consistent with its client’s respective risk profile and tolerance
· Stays abreast with the latest development in the capital and financial markets as well as with recent government policies and regulations effecting operations.
