Wealth Planning Trust Relationship Manager – Director recruitment
You will have to follow up and deal with any queries arising from trust structures, coordinating with the trustees on a regular basis etc.
You will work closely with trust firms to facilitate trust business and will be responsible for all existing clients and any after sales processes which can be done without the trustee actually being present.
You will also be expected to help the sales team by identifying new business opportunities either through cross selling measures or through advising clients on changes to their existing trust structures. You will have KPIs which will be measured through the number of trust reviews, total trust revenue and through client ratings.
You should have around 10 years experience in a trust company with experience of working with trust structures / Private clients. You should have a business savvy personality but with strong communication and commercial skills.