Trust Officer

1375 BWTIPL Prime Services; Mumbai; On-site; INR 800,000 - 1,200,000; Full time

Job summary

1375 BWTIPL Prime Services is seeking a professional for investment solutions in Mumbai. The role involves providing SME expertise, client support, and ensuring regulatory compliance within trust and fiduciary services.

The ideal candidate should have a graduate qualification in law or be a company secretary, with strong project management and interpersonal skills. Responsibilities include reviewing trust documents, conducting risk assessments, and assisting with governance mechanisms.

Qualifications

• Graduate qualification from a recognised institution, preferably in law or a company secretary.
• Understanding of basic client requirements on succession planning and trust.
• Experience in handling structure documentation and working with legal teams.

Responsibilities

• Review Trust and Fiduciary Documents in conjunction with the legal team.
• Conduct Structure Risk Assessment and prepare paperwork.
• Ensure periodic filings required for insurance business.
• Act as second point of contact for transactional order approvals.
• Provide legal research and support for Trust Structures.

Skills

Project management

Interpersonal skills

Analytical skills

Networking skills

Understanding of trust and fiduciary services

Education

Graduate qualification in law or company secretary

Job description

Job Description Purpose: To work with clients to provide a world class range of investment solutions and products across all asset classes, wealth structuring, lending and banking services.

Accountabilities: Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance; Identification of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings; Response to customer inquiries, resolution of issues, and provision of guidance on product usage; Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption; Assistance with the development and execution of marketing materials for the product, such as brochures, presentations, and online content; Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders; Participation in events, conferences and other networking opportunities to showcase the product and generate interest.

Responsibilities

• Review Trust and Fiduciary Documents in conjunction with the legal team.
• Conduct Structure Risk Assessment and Review Committee meetings and prepare the accompanying paperwork.
• Assist in Trust related compliance required under the Companies Act, India Fiduciary Standards, and other regulatory requirements.
• Ensure periodic filings required for insurance business.
• Act as second point of contact for proposal preparation and circulation to the Business Acceptance Forum on structure acceptance and special assets infusions; distribution related activities – call back confirmations, documentation; transactional order approvals; structure onboarding; updation of system post‑approval; liaisoning with Trust Operations for transactions; record keeping of the trust data.
• Provide legal research, secretarial research and support for Trust Structures.
• Support the Trust front office team with Client Due Diligence, Data Management and Control Functions.
• Assist the platform in various projects to bring efficiencies.
• Perform duties in line with relevant rules, regulation and codes of conduct, and continuously build an understanding of how the sub‑function integrates with the wider organisation.

Qualifications

• Graduate qualification from a recognised institution, preferably in law or a company secretary.
• Understanding of basic client requirements on succession planning, trust and fiduciary service.
• Good project management and active networking skills (internal and external).
• Strong interpersonal and influencing skills.
• Adaptive, quick learner with the capability to analyse new ideas, strategies and products.
• Experience in handling structure documentation and working with legal teams to document client requirements appropriately.
• Regular involvement in governance activities and ensuring periodic governance mechanisms, risk assessments and control measures are in place.

Job location: Mumbai.