• Execute and manage client transactions through review, negotiation and execution of relevant documentation in relation to Specialised Agency transactions, e.g. escrow agreements, account bank agreements, custody agreements and pledge documentation
• Manage a portfolio of transactions and act as a focal point for allocated clients
• Ensure accurate set-up and maintenance of transactions including cash and custody account opening and the establishment of internet banking arrangements
• Ensure appropriate client/account management coverage including annual reviews and KYC renewals
• Ensure all appropriate approvals are in place prior to deal closure including KYC, Deal Review, sanctions screening and other approvals
• Participate in Deal Review meetings as appropriate
• Ensure billing/legal invoicing is current and accurate
• Liaise with Operations regarding the implementation of new transactions as required
• Ensure accurate creation, verification and actioning of diary dates for future events, derived from relevant documentation. Ensure accurate opening, verification, management and closure, as appropriate, of cash and custody accounts
• Build and develop internal and external client relationships
• Provide support to Sales on new business prospects as required
• Contribute to audit and control activities
• Any other duties as required

Qualifications

Knowledge/Experience:

• Knowledge of the corporate trust product and market essential
• Working knowledge of Specialised Agency transactions desirable
• Understanding of transaction documentation and deal execution and/or legal experience
• General banking experience advantageous
• Good client skills

Skills/Competencies:

• Strong transaction management / execution and negotiation skills
• Proven inter-personal/communication skills
• Strong administrative skills
• Strong negotiation skills
• Ability to prioritise
• Strong PC skills (MS Word, Excel, PowerPoint)

Qualifications:

• University degree / good secondary school education

Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience.

Valuing Diversity:

Demonstrates an appreciation of a diverse workforce. Appreciates differences in style or perspective and uses differences to add value to decisions or actions and organisational success.