Senior Trust Professional

4 days ago


Mumbai, Maharashtra, India beBeeTrust Full time ₹ 20,00,000 - ₹ 25,00,000

Trust Portfolio Manager

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This role requires effective communication with clients and authorities to ensure compliance with applicable legislation.

The successful candidate will be responsible for managing relationships, legal, administrative, and banking matters of a portfolio of trusts and companies.

Key Responsibilities:

  • Managing trust portfolios in line with international trust concepts
  • Ensuring trusts and entities are compliant with all relevant regulations
  • Conducting regular reviews of each entity in the portfolio
  • Providing pragmatic solutions for structuring different variations of trusts and commercial entities
  • Promoting Amicorp's services to high net worth individuals and families

Requirements:

  • Strong commercial acumen
  • Excellent organizational, interpersonal, and communication skills
  • Able to liaise with people at different levels
  • Bachelor's degree in law
  • STEP qualification in trust and tax (highly advantageous)

Benefits:

  • Achieving financial chargeability targets
  • Ensuring compliance with internal procedures
  • Adhering to Company policies and guidelines


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