Act as the primary point of contact for all key clients and their families regarding trust and estate matters.
Build and maintain strong client relationships, understanding their needs and objectives related to trusts and estates.
To effectively collaborate with all internal stakeholders (Private Banking Sale).
Trust Administration
Oversee the administration of trust accounts, ensuring compliance with legal and regulatory requirements.
Manage distributions from trusts in accordance with the terms of the trust documents and client wishes.
Monitor trust assets and financial performance, ensuring that investment strategies align with client goals and risk tolerance, and coordinate with investment advisors as necessary.
Ensure financial reports and statements are prepared for clients and beneficiaries, detailing the status and performance of trust assets.