Trust Advisor at Norrenberger Financial Group

Grayson's Trust is Hiring!!! The Trust Advisor will play a critical role in advising clients on trust and estate planning strategies, establishing and managing various trust structures, and ensuring regulatory compliance and effective fiduciary oversight. The role holder will bring a strong understanding of trust law, client relationship management, and private wealth structuring.

Job Details

DUTIES & RESPONSIBILITIES

• Structure and manage trust arrangements in line with client objectives, tax efficiency, and legal requirements.
• Draft and review trust deeds, wills, and related legal documents in conjunction with legal advisors.
• Serve as a liaison between clients, beneficiaries, legal representatives, and internal teams.
• Conduct trust and estate planning sessions with high-net-worth individuals, families, and institutional clients.
• Ensure full regulatory compliance with SEC, CAC, and applicable trust laws and guidelines.
• Monitor and review trust performance, oversee disbursements, and ensure fiduciary duties are upheld.
• Support product development, including trust-based investment and estate planning solutions.
• Deliver presentations and represent the firm at client meetings, conferences, and estate planning events.

EDUCATIONAL QUALIFICATIONS

• Educational Background: Bachelor’s degree in Law, Finance, Estate Management, or related field (LLB, BSc, or equivalent).
• Professional Qualification : Relevant certification in trust, wealth, or estate planning is an advantage. 

REQUIREMENTS 

• Minimum of 5 years of working experience in trust administration, fiduciary services, private wealth management, or estate planning.
• Strong knowledge of Nigerian trust laws, estate planning structures, probate procedures, and compliance frameworks.
• Sound client advisory and relationship management skills, particularly with high-net-worth clients.
• Demonstrated experience with complex trust structures, including corporate or diaspora trusts.
• Ability to manage multiple client relationships and priorities concurrently
• Proficiency in Microsoft Office Suite and Trust Accounting Systems.