Head, Private Trust at ARM Hold Co.

Job Summary

• The Position Holder is responsible for driving ARM Trustees’ Private Trust business through the provision of effective estate management, and private trusteeship services to both existing and new clients.

Job Details

Business Strategy: 

• Support the Head, Business Development, ARM Trustees in defining and implementing the company’s business strategy in line with conditions in its operating environment and helping to drive the implementation of strategic initiatives that sustain / improve the company’s competitive advantage within its operating environment. 

Business Development:  

• Proactively seek, develop, and acquire business prospects across both retail and HNI (High Net-worth Individuals) customer segments, with the aim of growing the company’s client-base, and volume of assets under management. 

Client Relationship Management:  

• Serve the long-term interests of both the company, and its clientele, by working closely with customers to develop a deepened understanding of their needs and increasing the company’s share of wallet for each customer. 

 Estate Planning: 

• Develop estate planning strategies to help clients meet their personal goals, by tailoring strategy to fit each client’s respective attitudes, family / business dynamics, priorities, cost-to-implement, beneficiaries’ needs etc., and implementing same within defined timeframes according to the client’s financial needs and goals. The Position Holder is also expected to provide quarterly and annual Report to clients detailing activities in trust settlements. 

Product Development: 

• Lead the development and improvement of the company’s private trust product and service offerings by benchmarking against competing firms, proactively eliciting the market’s needs, and working with both key stakeholders both within, and outside the company to build alliances, and win support in broadening, and improving the range of trust and estate planning services to new and existing clients with the overall aim of building the company’s competitiveness and market dominance. 

Environmental Scanning: 

• Monitor developments in the macro-economic environment in general and in the financial service sector in particular with a view to taking advantage of the emerging opportunities and minimizing the potential threats to the trust business e.g. changes in clients’ needs and values, competitor activities, regulatory changes, tax laws etc. 

Supports Team’s Development: 

• Provides advice, guidance, and assistance to less experienced colleagues as required. 

Requirements

Knowledge Requirement  

Skill Requirement  

• Personal Abilities 

Educational Requirements  

• LL. B from an accredited university. 

Professional Requirements  

• Relevant professional certification. 

Experience Requirements 

• Minimum of 6 years of work experience in similar role.