Portfolio Trust Professional

2 weeks ago

Thiruvananthapuram, Kerala, India beBeeTrust Full time ₹ 40,00,000 - ₹ 60,00,000
Trust Portfolio Manager Job

We are seeking an experienced professional to oversee our trust portfolio, ensuring compliance with international trust concepts and relevant regulations.

  • Manage a portfolio of trusts and corporate entities, producing necessary legal documents and ensuring compliance with applicable legislation.
  • Conduct regular reviews of each entity in the portfolio, liaising with clients, trustees, intermediaries, and legal counsel.
  • Ultimate responsibility for the quality of client files, ensuring all legal, regulatory, and trust matters are addressed.
  • Provide legal research and analysis for structuring different variations of trusts and commercial entities, offering pragmatic solutions and implementing trust and commercial structures.
  • Manage client relationships, operational risk, service level agreements, and coordination of client deliverables.
  • Develop and maintain voice and face contact with clients and intermediaries, ensuring all stakeholders are serviced well.
  • Achieve financial chargeability targets, ensure effective monitoring of transactions, handle pricing, invoicing, and solve payment issues.
  • Anticipate and manage the impact of emerging regulatory, taxation, or legal changes, ensuring compliance-related risks are addressed.

Candidate Requirements

  • Relevant Bachelor Degree and professional trust-related qualifications.
  • STEP qualification in trust and tax is highly advantageous.
  • At least 10 years of experience working with trust/estate law, ideally in a similar industry.
  • Strong commercial mindset, takes initiative, positive, proactive, dedicated, focused, and revenue-driven.
  • Excellent organizational, interpersonal, and communication skills.
  • Excellent client-facing skills, with well-developed spoken and written communication skills.
  • Excellent English language fluency; additional languages preferred.

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