Fiduciary Specialist
Core
Administer complex fiduciary portfolios, estate plans, and trusts while driving sales growth and revenue through marketing and client acquisition.
Role type
Fiduciary Specialist (Sales & Operations)
Builds
Estate Plans, Trust Administration services, and Fiduciary Services business
Domain
Banking / Wealth Management / Estate Law
Deliverable
client delivery
Required skills
estate planning expertise, trust deed interpretation, legal instrument analysis, client acquisition, revenue growth, process management, regulatory compliance, deceased estate administration
Preferred skills
legal practitioner admission, Justice Training Centre enrollment, banking product knowledge
Technologies
banking systems
Responsibilities
Administer complex fiduciary portfolios in line with legal and regulatory requirements; Develop, market, and sell Estate Plans based on client needs; Source and grow clients by partnering with Relationship Managers and Wealth Managers; Identify new business opportunities for Estate Business and Offshore Fiduciary referrals; Provide training and presentations to other business units; Manage end-to-end processes and ensure legality checks; Drive fiduciary revenue growth by increasing trust registrations and corporate trustee services; Compile reports to track progress and guide business decisions; Attend to walk-in clients and support relationship management activities.
Seniority
Mid-level (3-5 years experience)
