Client Management

• 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.
• Manage conflict,...