Job Summary
As a Trust advisor, you will specialize in managing trusts, a legal arrangement that allows a third party, or trustee to hold and manage assets on behalf of one or more beneficiaries.
You will provide guidance and expertise in trust administration, investment management, tax planning, and estate planning, helping clients protect their assets, minimize taxes and ensure their wishes are carried out as intended.
Responsibilities
Manage and mitigate risks associated with the trust’s assets and investment portfolio.
Helping clients develop a comprehensive plan to transfer their wealth to beneficiaries in a tax-efficient and orderly manner.
Managing the investment assets within the trust, with the goal of preserving and growing the trust’s principal while generating income for the beneficiaries.
Act as a fiduciary by putting the best interests of their clients and beneficiaries above their own.
Responsible for ensuring that the trust’s assets are managed in a tax-efficient manner.
Job Requirements
B.Sc / HND in Marketing, Business Administration, Accounting or related discipline
Minimum of 5 years’ experience as a Trust Advisor in sales in an investment bank.
Salary
Negotiable.
Apply via :
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