Trustee Relationship Manager
Trustee Relationship Manager
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Position: Relationship Manager
Job Responsibilities
Identify and pursue new business opportunities within existing client accounts
Participate in the development of clientfocused marketing and communication strategies
Provide insights and recommendations to the management team to enhance the companys service offerings and client experience
Proactively engage with clients to understand their evolving needs and concerns
Identify opportunities to crosssell and upsell trust services based on client requirements
Address client inquiries concerns or complaints in a timely and efficient manner
Liaise with internal teams (e.g. legal operations finance) to ensure the timely and effective provision of trust services
Collaborate with subject matter experts to provide clients with tailored solutions and recommendations
Monitor service quality and client satisfaction and implement necessary improvements
Job Requirements
University degree in business finance law or a related field
Minimum 3 years of experience in a clientfacing role within the trustee or financial services industry
Strong interpersonal and communication skills both written and verbal
Ability to build and maintain productive relationships with clients and crossfunctional teams
Excellent problemsolving and analytical skills
Knowledge of trust administration estate planning and related financial services
Commitment to delivering exceptional client service and maintaining the highest ethical standards
Benefit and allowance
Employment Type
Full Time
