Description

The Consultant I, Agency and Trustee Services will be responsible for providing expert advice and support in the management of trusts and agency accounts. This role requires a strong understanding of trust laws and the ability to build relationships with clients to meet their financial needs.

Responsibilities

- Provide expert advice on agency and trustee services to clients.
- Assist in the management and administration of trusts and agency accounts.
- Conduct thorough due diligence and risk assessments for client portfolios.
- Prepare and review legal documents related to trusts and agency services.
- Collaborate with internal teams to ensure compliance with regulations and company policies.
- Develop robust relationships with clients to understand their needs and provide tailored solutions.




- Monitor and report on the performance of trusts and agency accounts.

Skills and Qualifications

- Bachelor's degree in Finance, Law, Business Administration, or a related field.
- 5-10 years of experience in trust and agency services, wealth management, or a similar role.
- Strong understanding of trust laws, regulations, and compliance requirements in India.
- Excellent analytical and problem-solving skills.
- Proficiency in financial analysis and reporting tools.
- Strong communication and interpersonal skills to interact effectively with clients and team members.
- Detail-oriented with the ability to manage multiple tasks and meet deadlines.

📌 Consultant I, Agency and Trustee Services (Bengaluru)
🏢 Kroll Associates India Private
📍 Bengaluru