Completed IBF Standards: Trust Administration / Wealth and Estate Planning (Level 1) programme or show proof of competency at Level 1orPossess minimum 3 years of relevant experience in trust administration or a related field of work
Acquire and apply knowledge of wealth planning industry, applicable laws and regulations and key service offering
Provide suitable wealth and estate planning recommendation
Perform client acquisition and on-boarding processes and on-going AML/KYC due diligence
Handle the management and administration of the proposed wealth and estate planning solution, on-going monitoring of the trust portfolio and client servicing activities.
Demonstrate and apply understanding of the wealth planning company’s management and governance and develop control system to ensure compliance to organisation’s policies and procedures and wealth planning laws and regulations