Oversee the administration and management of existing and new trust clients.
Ensure compliance with regulatory requirements, trust policies, client agreements, and instructions.
Enhance relationships with existing trust clients by providing efficient service and adhering to agreed turnaround times (TAT) on deliverables. Client Relationship Enhancement
Develop and maintain strong relationships with clients.
Regularly engage with clients to understand their needs and provide personalized solutions.
Handle day-to-day client interactions regarding investment maturities and desired dispositions. Compliance and Risk Management.
Ensure all activities comply with internal and external regulations.
Monitor and address issues related to internal and external audits.
Ensure proper documentation and timely follow-ups on client onboarding and transactional documents. Revenue Generation ...