Private Trust Business Development Manager at Alan & Grant

Job Summary

The Private Trust Business Development Manager is responsible for creating and growing new Private Trust relationships with the objective of growing the company’s funds under management.

Key Responsibilities

• Develop strategies and go to market approaches to acquire new estate planning relationships and significantly grow the funds under management.
• Pitch Trust solutions to potential clients to achieve a conversion rate that ensures the realization of Trust business targets for number of new clients and value of funds under management.
• Manage trust clients to deepen existing relationships and increase share of wallet.
• Monitor developments in the macro-economic environment in general and in the financial service sector 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.
• Generate new and creative ideas for new product development, to broaden the range of trust and estate planning services available to existing and potential clients.
• Update skills (marketing, investment management, analytical, relationship management and communication) through self-study, financial journals/magazines, the internet, and formal training programs.
• Maintain a professional outlook and always conduct to project a positive image for the company.
• Discharge other duties that may be assigned from time to time by your supervisor
• Generate new and creative ideas for new product development, to broaden the range of trust and estate planning services available to existing and potential clients.

Requirements

• Bachelor’s degree in Finance, Social Science or Law.
• Master's degree or MBA, LLM, CFA is an added advantage
• STEP Qualification and relevant experience in private and commercial trust.
• Minimum of 4 years relevant experience in sales within the Trust, Capital Markets or Finance industry
• Ability to think strategically and adopt problem-solving approach to issues.
• Must have a strong drive towards learning and self-improvement.