
Top Rated Trust Business Growth Specialist
2 days ago
Job Summary
- We are seeking a highly skilled Trust Sales and Marketing Officer to join our team. This individual will be responsible for implementing daily strategic and tactical sales and marketing activities to achieve annual growth targets.
Key Responsibilities:
- The successful candidate will develop and implement cross-selling initiatives in consideration of customer needs and market opportunities.
- They will also monitor submission of original trust documents, identify and acquire new business through client calls, proposals, product briefings, road shows, financial wellness presentations and other marketing projects.
Requirements:
- A college graduate with a course in banking, finance, economics, marketing or accountancy is required.
- The ideal candidate should have at least one year of actual experience in trust, other fiduciary business, or investment management activities; or completion of at least ninety training hours on trust, other fiduciary business, or investment management activities acceptable to regulatory bodies; or completion of a relevant global or local professional certification program.
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