Financial Services Professional

5 days ago

Bengaluru, Karnataka, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 20,00,000
Job Overview

The Consultant I, Agency and Trustee Services is a key role that involves providing expert advice and support in the management of trusts and agency accounts.

This position requires a strong understanding of trust laws and the ability to build relationships with clients to meet their financial needs.

The ideal candidate will have excellent analytical and problem-solving skills, as well as proficiency in financial analysis and reporting tools.

Responsibilities
  • Expert Advice: Provide expert advice on agency and trustee services to clients, ensuring they receive tailored solutions to meet their financial needs.
  • Trust Management: Assist in the management and administration of trusts and agency accounts, ensuring compliance with regulations and company policies.
  • Risk Assessments: Conduct thorough due diligence and risk assessments for client portfolios, identifying potential risks and opportunities.
  • Document Preparation: Prepare and review legal documents related to trusts and agency services, ensuring accuracy and completeness.
  • Team Collaboration: Collaborate with internal teams to ensure effective communication and coordination.
  • Client Relationships: Develop strong relationships with clients to understand their needs and provide exceptional customer service.
Required Skills and Qualifications
  • Bachelor's degree in Finance, Law, Business Administration, or a related field.
  • 5-10 years of experience in trust and agency services, wealth management, or a similar role.
  • Strong understanding of trust laws, regulations, and compliance requirements in India.
  • Excellent analytical and problem-solving skills.
  • Proficiency in financial analysis and reporting tools.
  • Strong communication and interpersonal skills to interact effectively with clients and team members.
  • Detail-oriented with the ability to manage multiple tasks and meet deadlines.

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