Job Summary
The Trust Advisor will design and manage trust structures for clients, ensuring proper estate planning, wealth transfer, and fiduciary responsibility.
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Responsibilities
- Advise clients on trust, estate, and succession planning
- Structure and manage trust accounts in compliance with laws
- Maintain and grow trust relationships with clients and beneficiaries
- Work with legal, tax, and financial advisors to provide holistic solutions
- Ensure regulatory compliance and internal governance
Requirements
- Bachelor’s degree in Law, Finance, or related discipline
- 5+ years’ experience in trust or fiduciary services
- In-depth understanding of trust law, estate planning, and tax issues
- Strong analytical and advisory skills
- Professional certifications (STEP, LLB, etc.) preferred
Salary - N
Application Deadline -
15th Jun, 2025