Company
Financial Services
TrustOfficer
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Trust Officer. Skills: Trust and Fiduciary, Regulatory Compliance, Risk Assessment, Legal Documentation. Provide SME expertise on products. Identify market trends”
Industry & Context.
Resolve problems; Identify solutions; Select solutions
What They're Looking For.
Must Have
Graduate qualification from recognized institution, Experience in assigned area of expertise, Thorough understanding of underlying principles
Nice to Have
Preferably in law or company secretary, Comfortable with handling structure documentation, Ability to connect with legal to document requirements, Provides inputs on structure documentation, Provides inputs on legal agreements, Work with high concentration, Regularly involved in governance activities, Ensure periodic governance mechanisms, Ensure risk assessments are in place
What You'll Do.
Provide SME expertise on products
Identify market trends
Identify new features
Identify regulatory requirements
Identify potential risks
Analyze sales figures
Analyze customer feedback
Support product development
Communicate key findings
Respond to customer inquiries
Resolve customer issues
Provide guidance on product usage
Present product advantages
Present product features
Assist with marketing material development
Assist with marketing material execution
Participate in training sessions
Participate in workshops
Share product knowledge
Share product expertise
Participate in events
Participate in conferences
Participate in networking opportunities
Perform prescribed activities
Drive continuous improvement
Lead and supervise a team
Guide professional development
Support professional development
Allocate work requirements
Coordinate team resources
Develop technical expertise
Partner with other functions
Partner with business areas
Take responsibility for end results
Escalate policy breaches
Escalate procedure breaches
Take responsibility for embedding new policies
Take responsibility for embedding new procedures
Advise decision making
Influence decision making
Take ownership for managing risk
Take ownership for strengthening controls
Deliver work in line with rules
Deliver work in line with regulations
Deliver work in line with codes of conduct
Build understanding of sub-function integration
Build understanding of organizational products
Build understanding of organizational services
Build understanding of organizational processes
Make evaluative judgements
Persuade team members
Communicate complex information
Communicate sensitive information
Act as contact point for stakeholders
Build network of contacts
Review Trust and Fiduciary Documents
Conduct Structure Risk Assessment
Conduct Review Committee meetings
Prepare paperwork for meetings
Assist in Trust compliance
Ensure compliance under India Fiduciary Standards
Perform checks on special assets infusions
Perform checks on real estate infusions
Ensure periodic filings for insurance business
Support Trust & Fiduciary team
Prepare proposals for Business Acceptance Forum
Circulate proposals to Business Acceptance Forum
Handle structure acceptance
Handle special assets infusions
Handle distribution related activities
Handle Call back confirmations
Handle Transactional order approvals
Handle Structure onboarding
Handle Updation of System
Liaise with Trust Operations for transactions
Record keeping of trust data
Support internal checks
Support Trust Structures
Support Client Due Diligence team
Support Data Management Team
Support Control Functions
Support platform on projects
Bring in efficiencies
How You'll Work.
Team & Collaboration
Partner with other functions; Partner with business areas; Interact with Legal team; Interact with internal stakeholders; Interact with controls; Interact with compliance; Interact with fiduciary partners; Interact with Client Due Diligence Team; Interact with Data Management Team
Communication Scope
Communicate findings; Communicate information; Communicate complex information; Communicate sensitive information
Process & Methodology
Project management
Full Job Description
# **Job Description** **Purpose** To work with clients to provide a world class range of investment solutions and products across all asset classes, wealth structuring, lending and banking services. **Accountabilities** * Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance. * Identification of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings * Response to customer inquiries, resolution of issues, and provision of guidance on product usage. * Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption. * Assistance with the development and execution of marketing materials for the product, such as brochures, presentations, and online content. * Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders. * Participation in events, conferences and other networking opportunities to showcase the product and generate interest. **Analyst Expectations** * To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. * Requires in-depth technical knowledge and experience in their assigned area of expertise * Thorough understanding of the underlying principles and concepts within the area of expertise * They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. * If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently e
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