Trust Advisor
RevolutionPlus Property
Lagos
3d ago
source : BetaJob

Location : Lagos

Reporting To : MD, Cordros Trustees

Role Description

This is a front-line advisory position with a strong sales component. The Senior Trust Advisor will collaborate with relationship managers, investment advisors, and financial planners to administer both Corporate and private trust accounts.

Core Duties and Responsibilities

Establish and maintain fiduciary relationships with potential and existing clients.

Cultivate new clients, ensuring more effective identification of and development of potentially high-value relationships.

Manages accounts in accordance with the terms of the governing documents and in a manner acceptable to both the client and the beneficiaries.

Providing expert advice to clients on state and federal laws governing trusts, foundations, estates & investments

Reviewing and interpreting governing documents and the required actions and oversight needed to appropriately balance the interests of beneficiaries and protect the account

Apply knowledge of fiduciary and estate planning strategies to benefit clients and prospects and communicate effectively and tactfully with clients, prospects and their advisors about such strategies and planning documents.

Education

Undergraduate degree in Law, Business Management, Finance or Social Sciences.

A Second Degree and / or Completion of Trust Advisory Certification or related certification will be an added advantage.

Work Experience : Minimum of four years relevant work experience.

Required Knowledge, Skills and Abilities :

Familiarity with Nigeria’s tax and estate planning laws with respect to trust investment management.

Demonstrate dynamic analytical and technical abilities, impeccable communication skills and strong attention to detail.

Familiarity with foundation in essential planning concepts (estates & trusts, insurance, stock options, taxes, cash flow planning).

Familiarity with wealth management products and services.

Willingness to be in a support role and handle administrative tasks.

Sound judgment and reasoning abilities.

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