The incumbent oversees new business and financial crime review processes, manages risk assessments and compliance procedures, executes first-line quality assurance testing, and supervises the Trust Control Team while reporting to executives.
The incumbent administers complex trust and corporate portfolios, manages high-level client and third-party relationships, ensures legal and AML compliance, monitors relationship profitability to meet revenue targets, and mentors direct reports.
The incumbent proactively manages a client portfolio as a trusted advisor, ensures operational and regulatory compliance (including AML/KYC), optimizes workflows, provides technical advice on complex structures, and meets financial and sales targets.
