Our clients are in the Merchant Banking, Registrars & Data Solutions, Trustees, and Manufacturing industries and in alignment with their growth strategy, highly motivated employees are essential to our client's sustainable success. Hence, recruitment of motivated and competent talents to critical positions is key.

Head, Trust Services

Overall Objectives:

To effectively secure and manage the clients’ assets under the terms slated in the respective Trust Deeds

DUTIES & RESPONSIBILITIES

• Oversee and coordinate business activities of the unit

• Protect the interest of Bondholders by preparing and perfecting Trust Deeds. Effect payment of Bondholders Principal & Interest entitlements when due

• Maintain and keep in custody securities used for the duration of the financial obligation

• Represent Bondholders interest and give necessary approvals/consents. Exercise discretionary powers in the interest of Bondholders.

• Render periodic reports to the Issuer and Regulators SEC & NSE.

• Identify and prioritize trust and other opportunities, deepening relationships and enhancing revenue

• Ensure the retention of business and fulfilment of Key's fiduciary responsibilities.

• Meet and engage with clients, attorneys, accountants, consultants & co-fiduciaries. Also coordinate team members, present ideas, and solutions to both prospective and existing clients

• Enhance key reputation with High-Net-Worth individuals and their influencers

• Lead or participate in the closing of new business

• Ensure the implementation of Trust policies and procedures in line with the company’s strategic objectives

• Ensure proper documentation of all Trust Relationships and effectively maintain Trust files

• Maintain compliance with all internal policies and procedures as well as with regulatory and legal requirements

• Mitigate risk on individual book of business

• Contribute to the development of new Trust products and develop proposals for prospects

• Ensure the proper investment of funds held under Trustee or Nominee arrangement

• Ability to assess client’s needs and adapt products to meet client’s needs and deliver them with credibility and confidence

• Establish performance objectives & targets for team members. Monitor and evaluate the performance of the team

• Communicate with departmental staff on relevant business and corporate matters through regular meetings

• Have working knowledge of significant developments and trends in the industry

• Participate actively in Management Committee meetings and other management bodies

• Perform other duties as assigned by the Chief Executive Officer

JOB REQUIREMENTS / SPECIFICATION

• Law Degree, preferably in Company/Business Law

• Professional qualification in Law and/or Banking/Asset Management, MBA would be an added advantage

• A minimum of five to eight (8) years’ experience in the Trustee and Financial Services industry with experience in Private, Corporate and Public Trust

REQUIRED SKILLS AND ATTRIBUTES

• High Integrity

• In-depth Knowledge of Trustee and Investment Business

• Good Networking Skills

• Good Independent Judgment

• Ability to Think Creatively

• Excellent Writing and Communication Skills

• Credit Legal Documentation Skills

• Presentation Skills

• Marketing and Relationship Management Skills

• Industry and Product Knowledge

• Leadership, Training and Coaching Skills

• Product and Business Development Skills