Job Purpose
To lead and drive strategic business development initiatives for the private trust business by originating high-value client relationships, expanding the firm’s market presence, and delivering tailored trust and fiduciary solutions to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, families, and institutional clients. The role is accountable for revenue generation, client acquisition, and strengthening intermediary networks, while ensuring full compliance with regulatory frameworks and maintaining the firm’s fiduciary integrity and reputation. Key Responsibilities
1.Financial Provides holistic consultation and advisory for High Net Worth Individual and Ultra High Net Worth Individual prospects for their wealth planning (e.g. wealth distribution across generations, risk management to ringfence the assets, succession planning for the family-owned business, philanthropic intention, asset consolidations and etc).
Prepares detailed proposal and fee quo...