Trust Portfolio Manager

3 days ago


Bareilly, Uttar Pradesh, India beBeeTrust Full time ₹ 1,20,00,000 - ₹ 1,50,00,000
Job Overview:

As a Trust Specialist, you will be responsible for managing a portfolio of trusts and corporate entities. This role requires strong legal knowledge, excellent communication skills, and the ability to work with clients and stakeholders to ensure compliance with relevant regulations.

Main Responsibilities:

  • Manage a portfolio of trusts and corporate entities, ensuring all necessary legal documents are in place
  • Conduct regular reviews of each entity in the portfolio, liaising effectively with clients, trustees, intermediaries, and legal counsel
  • Perform legal research and analysis for structuring different variations of trusts and commercial entities
  • Provide pragmatic solutions and legal analysis for implementing trust and commercial structures, taking into account business goals
  • Develop and maintain relationships with clients and intermediaries, ensuring stakeholders are serviced well

Candidate Profile:

  • Relevant Bachelor Degree and professional qualifications in trust law
  • At least 10 years of experience working with trust/estate law
  • Strong commercial mindset, excellent organizational, interpersonal, and communication skills
  • Excellent client-facing skills, with well-developed spoken and written communication skills

Benefits:

  • Ongoing training and development opportunities
  • Collaborative and dynamic work environment
  • Opportunities for career growth and advancement


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