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Head, GWBPB - PTS - Trust & Estate Administration MY
Head, GWBPB - PTS - Trust & Estate Administration MYCIMB • Malaysia, Malaysia
Head, GWBPB - PTS - Trust & Estate Administration MY

Head, GWBPB - PTS - Trust & Estate Administration MY

CIMB • Malaysia, Malaysia
30+ hari lalu
Penerangan pekerjaan

Client Management

  • Act as the primary point of contact for all key clients and their families regarding trust and estate matters.
  • Build and maintain strong client relationships, understanding their needs and objectives related to trusts and estates.
  • To effectively collaborate with all internal stakeholders (Private Banking Sale).

Trust Administration

  • Oversee the administration of trust accounts, ensuring compliance with legal and regulatory requirements.
  • Manage distributions from trusts in accordance with the terms of the trust documents and client wishes.
  • Monitor trust assets and financial performance, ensuring that investment strategies align with client goals and risk tolerance, and coordinate with investment advisors as necessary.
  • Ensure financial reports and statements are prepared for clients and beneficiaries, detailing the status and performance of trust assets.
  • Manage conflict, mediate disputes, and work towards equitable resolutions while upholding the fiduciary duties of the trust.

    • Estate Administration

  • Lead and guide the team on the process of estate settlement, including asset distribution, payment of debts and taxes, and preparation of estate tax returns.
  • Work closely with attorneys, accountants, and other professionals to ensure proper execution of estate plans.

    • Risk Management and Compliance

  • Ensure compliance with relevant laws, regulations, and internal policies governing trust and estate administration.
  • Mitigate risks associated with fiduciary responsibilities through diligent oversight and adherence to best practices.

    • Team Leadership and Development

  • Supervise a team of trust administrators and estate planners, providing guidance, training, and mentorship.
  • Foster a collaborative and supportive work environment that encourages professional growth and excellence.

    • Continuous Improvement

  • Stay abreast of industry trends, legislative changes, and best practices in trust and estate administration.
  • Implement improvements to operational processes and systems to enhance efficiency and client service.

    • #J-18808-Ljbffr

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    Administration • Malaysia, Malaysia

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