Trust Advisors at ARM Hold Co.

Job Summary

• Effectively manage relationship with existing Trust clients & improve service quality. Expand Commercial Trust client base. Excellent Trust Administration and Management.

Job Details

• Business Development: - Gather market intelligence report under the supervision of the Head, Commercial Trust or Senior Trust Advisor to seek, develop, and acquire business prospects across both public and private sectors, with the aim of driving the public and commercial trust business, by providing a wide range of trusteeship services on (public and corporate) bonds, collective investment schemes, debentures, loan syndications, and project finance transactions. 
• Relationship Management of existing trust clients to ensure efficient and quality services delivery through communication, conflict resolution and proximity. 
• Exemplify teamwork and collaboration with the immediate team, segment team and group wide. This includes other businesses within the group and shared services units. 
• Work with ARM Trustees’ accountants to ensure all fees for services provided to clients are timely received and appropriately recognized. 
• 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 
• 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 conduct, always to project a positive image for ARM. 
• Discharge other duties that may be assigned from time to time by the Head, Commercial Trust

Requirements

Qualification

Bachelor’s Degree.

• LLM or MBA, LLB, BL. Qualification is an added advantage.

 Minimum Experience

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

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Job Summary

• Deepen relationship with existing Trust clients & improve service quality, Expand Private Trust client base and Increase scope of Private Trust service offering.

Job Details

• Develop estate planning strategies that ensure long term relationships with clients and their beneficiaries. 
• Manage trust clients to deepen existing relationships and increase share of wallet. 
• Drafting Trust Deeds, Wills and other Estate Planning documents and structuring of Estate Plans. 
• Market 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.  
• Provide quarterly and annual Report to clients detailing activities in Trust Settlements. 
• Work with ARM Trustees’ accountants to prepare financial year budget for the Trust Business and develop & implement strategies to achieve this budget. 
• 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. 
• Provide regular update to relevant Director on business activities and to resolve issues/problems relating to client relations and marketing that may arise from time to time. 
• Work with other units in the Company to ensure smooth delivery of quality service to clients 
• 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 programmes. 
• Maintain a professional outlook and always conduct to project a positive image for ARM. 
• Discharge other duties that may be assigned from time to time by your supervisor. 

Requirements

• Bachelor’s Degree, master's degree or MBA, LLB, BL. LLM, CFA is an added advantage.
• Minimum of 3 years relevant experience in private and commercial trust or corporate legal practice or similar role. 
• Growth in FUM  
• Increase in trust client base 
• External Customer satisfaction 
• Internal Customer satisfaction 
• Adherence to SLAs 
• Adherence to regulatory filings required by Securities & Exchange Commission filings.