Trust Sales Executive

UAE

**Job Title:** Senior Trust Officer  

**Location:** Remote  

**Employment Type:** Full-Time  


**About the Company:**  

Our client, a renowned financial institution, is seeking an experienced and highly skilled **Senior Trust Officer** to join their team. This role is designed for an individual with deep expertise in managing personal and institutional trusts and a proven ability to work with high-net-worth individuals. If you are passionate about providing exceptional fiduciary services and have a strong understanding of trust administration, this opportunity is for you.


**Key Responsibilities:**  

- Manage and administer a diverse portfolio of personal and institutional trusts, ensuring compliance with relevant laws and regulations.  

- Provide expert guidance and support to clients, offering tailored trust solutions to meet their financial and estate planning goals.  

- Develop and maintain strong relationships with high-net-worth clients, serving as a trusted advisor on complex fiduciary matters.  

- Oversee the preparation and review of trust documentation, ensuring accuracy and timely execution.  

- Utilize trust accounting systems to manage client portfolios and maintain up-to-date financial records.  

- Collaborate with internal and external partners to resolve complex trust issues and provide strategic recommendations.  

- Monitor and ensure the proper management and investment of trust assets.  

- Maintain a high level of confidentiality and professionalism in all client interactions.


**Qualifications:**  

- Bachelor’s degree in Business, Finance, or a related field; equivalent work experience will also be considered.  

- **10+ years of experience** in institutional and personal trust administration.  

- **Certified Trust and Fiduciary Advisor (CTFA)** designation preferred.  

- Strong proficiency in MS Word, Excel, and Trust Accounting Systems.  

- Exceptional written and verbal communication skills.  

- Proven ability to work comfortably with high-net-worth individuals and manage complex client relationships.  

- Excellent organizational and problem-solving skills, with attention to detail.  

- Ability to exercise sound judgment and resolve complex fiduciary issues.


**Why Join Us?**  

- Opportunity to work with a leading financial institution committed to delivering superior trust services.  

- Collaborate with a talented team of professionals in a dynamic and growth-oriented environment.  

- Competitive salary and benefits package.  

- Flexible remote working arrangement.



Skills

  • Knowledge of modern techniques and their implementation to boost sales activities.
  • Excellent written and verbal communication skills.
  • Excellent command of soft skills and a deep understanding of sales values and principles.
  • A high level of focus on driving sales with consistent performance and teamwork.
  • Portraying superb soft skills during customer interaction and seminars as per requirement.
  • Strong negotiation skills.
Post date: 10 October 2024
Publisher: Bayt
Post date: 10 October 2024
Publisher: Bayt