Job Mandate


Trust Advisory Business, Family Offices.
Responsible for structured account conversions, account administration and risk management.


Duties and Responsibilities


Sales Functions (50%)

• Responsible for analyzing client circumstances, objectives, limitations/nuances with the end view of recommending the appropriate structure to the client

• Ensure the accounts are managed in accordance with the client objectives.

• Ensures that the account structure is attuned to changes in regulations and policies.
  

Administrative Functions (50%)

• Periodically reviews all structures and assets managed to ensure achievement of objectives and compliance to

client’s mandates

• Monitors and reports the account performance, management and administration

• Ensure compliance of accounts and account process to rules, regulations and laws

• Ensures that risk exposures are within the Bank’s capacity to manage and that risks are consistent with its client’s respective risk profile and tolerance

• Stays abreast with the latest development in the capital and financial markets as well as with recent government policies and regulations effecting operations.