To provide an expert point of reference for a Bank in respect of the specialism in Wealth Management and to understand client’s trust requirements such that support is provided to the PBs in the management of client relationships

Key accountabilities:

• Provide specialist trust knowledge to other team members and their portfolios when required.
• Contribute to profit, sales and product targets for the specialist area.
• Develop and maintain a team-based performance culture.
• Contribute to the implementation of change initiatives ensuring programme objectives are met.
• Provide a consistent, credible and accessible point of contact for a portfolio of clients within the Client Groups and for the Private Bankers within those groups.
• Be responsible for compliance & risk management for clients and products under direct control, with due recognition of internal and external requirements for self and team members.
• Input client and product information as may be required by the trust team or the PBs.
• Maintain high level of technical, Bank, industry and professional knowledge and willingly share this knowledge with colleagues.
• Ensure delivery of a high quality service to internal and external clients.

Professional requirements:

• Ideally graduate calibre
• Member of STEP (Society of Trust & Estate Practitioners) ideally by qualification or by exception by experience

Other technical skills:

• Strong knowledge of tax, banking, investment, or financial planning is essential
• Sales / business development experience essential
• Track record of successful revenue generation, selling and closing deals
• Track record of developing client relationships
• Experience of a team based working environment