Trustee Relationship Manager

Position: Relationship Manager

Job Responsibilities

Identify and pursue new business opportunities within existing client accounts
Participate in the development of client-focused marketing and communication strategies
Provide insights and recommendations to the management team to enhance the company's service offerings and client experience
Proactively engage with clients to understand their evolving needs and concerns
Identify opportunities to cross-sell and upsell trust services based on client requirements
Address client inquiries, concerns, or complaints in a timely and efficient manner
Liaise with internal teams (e.g., legal, operations, finance) to ensure the timely and effective provision of trust services
Collaborate with subject matter experts to provide clients with tailored solutions and recommendations
Monitor service quality and client satisfaction, and implement necessary improvements

Job Requirements

University degree in business, finance, law, or a related field
Minimum 3 years of experience in a client-facing role within the trustee or financial services industry
Strong interpersonal and communication skills, both written and verbal
Ability to build and maintain productive relationships with clients and cross-functional teams
Excellent problem-solving and analytical skills
Knowledge of trust administration, estate planning, and related financial services
Commitment to delivering exceptional client service and maintaining the highest ethical standards