The Trust Relationship Manager is primarily responsible for relationship, business development and account management of various.
Core Responsibilities
- Increases account penetration/deepen relationship by expanding product usage and increasing amount of funds under management
- Fulfills and ensures timely and proper response to clients requests for information and other account-related services
- Ensures timely portfolio reporting to clients
- Calls regularly to update clients on investment strategy, market situation and portfolio status
- Ensures that the Bank's understanding of client's investment objective is updated through the timely and regular completion of the Client Suitability Assessment Form, Investment Policy Statement and other regulatory requirements in conjunction with clients
- Communicates directly with clients regarding opportunities to suit their investment requirements and update them on their portfolios
- Monitors internal touchpoints and delivery of deliverables with cross section units
- Coordinates with other units/ staff on various administrative, clerical and referral matters
- Coordinates with other departments/units to address clients reports/ complaints and queries
- Requests approval requests for fee reduction/ amendment and items for exception handling
- Prepares investment proposals pertaining to clients accounts for Investment Committee/ Trust Board approval
- Finds new clients in accordance with target market criteria and from affiliates or related companies and referrals of existing clients
- Prepares product recommendations/proposals and sets meetings
- Understands new clients investment profile
- Assists Business Development Officer through product support such as customized solution design and documentation, joining marketing presentations, and helping close sales deals
- Ensures completeness of account documentation
- Maintains individual correspondence files for the various accounts
- Performs various administrative functions such as reviewing and approving transactions, disbursements, review of trust provisions and others
- Prepares presentation materials for client calls and briefings
- Updates account information through minutes/journals
- Actively participates in all training programs/ classes
- Coordinates client briefings and other client related activities of the group;
- Trains and supervises Account Assistants to be effective account back-up
- Maintains and updates client database and group activities of the unit
- Develops knowledge of new products, financial instruments and markets
- Makes new product proposals when required
- Prepares market updates when necessary
Qualifications
- Bachelor's Degree in Business / Finance
- Preferably with at least 3 years Sales/Relationship Management, Marketing, or Client Servicing
- Knowledgeable in investments and the financial market
- Good marketing and presentation skills
