As part of the Global Wealth Structuring team, your primary role is work with the trust beneficiaries and the Trust Centers to establish investment objectives for discretionary trusts. 

Once the investment objectives have been agreed you will identify suitable investment products.  In addition you will monitor the trust investments and periodically reconfirm the investment objectives and make changes were appropriate. 

You will team-up with Trust Relationship Managers and Private Bankers to deliver trust investment updates to trust clients.

You will participate in formulating and implementing investments policies and processes. In addition, you will oversee all risk-related matters for discretionary investments, ensuring adherence to institutional guidelines and internal policies.

Knowledge/Experience:

• At least 5 – 10 years’ relevant investments-related experience
• Knowledge of trust and fiduciary products is an asset

Qualifications:
Good degree from a recognized university in Economics or Finance, preferably a MBA or CFA