About the position

Trident Trust is a leading independent provider of corporate, trust and fund services to the financial services sector worldwide, employing over 1000 staff across a global footprint that spans Africa, the Americas, Asia, the Caribbean, Europe and the Middle East. We are seeking a New Business Development/Client Relationship Manager to join our rapidly expanding office located in Montevideo, Uruguay, a regional hub for financial and legal services.

Reporting directly to the head of country, the successful candidate must be experienced in client relationship management with the ability to work with an existing client base across Trident’s global offices. This individual will act as the focal point for the communication and service experience, and will enhance the overall client relationship covering corporate, trust and funds work.

Role & Responsibilities:

• Communicate all regulatory environment changes that may impact client structures.
• Promote the range of products and services provided by different Trident offices to identify solutions for client requirements.
• Liaise with global production teams to ensure service levels exceed client expectations.
• Act as a point of escalation for clients when issues occur, and service levels are not met.
• Differentiate Trident from the competition by being responsive, attentive and available to clients.
• Actively listen to clients and seek feedback regarding our products and service, and communicate those responses to the client teams in group sessions or one-on-one.
• Identify areas for improvement across the business operations to enhance the customer journey.
• Record all opportunities in Dynamics 365 following client engagement.
• Develop a social media communication plan and own the rollout to clients.

Minimum Qualifications:

• Bachelors degree in a legal, accounting, or business-related field.
• Minimum five years of experience working with high-net-worth clients, with an established track record of building and maintaining intermediary relationships in a wealth planning sales position.
• Professional working experience with international clients in the trust and wealth planning industry.
• Excellent communication, presentation, and negotiation skills, fluently speaking, reading and writing in English and either Spanish or Portuguese.
• Experience managing client relationships, sales, and new business development.
• Experience using various computer software programs including the ability to use proposal software and CRM systems.
• Proficient knowledge of Microsoft Office Suite- Word, Excel, PowerPoint, Outlook.

Preferred Qualifications:

• JD, ChFC, CFA, or CPA is a plus.
• Considerable knowledge of trust and wealth/estate planning.
• Excellent project management, networking, analytical, and sales skills.
• Working knowledge of the mechanisms of the registries of corporate affairs.
• Ability to work ambiguously and function in high-pressure situations with competing priorities and strict deadlines.
• Excellent problem solving and critical thinking skills.
• Excellent organizational and time management skills with an innate attention to detail.
• Must be a motivated self-starter who is goal driven.
• Team-oriented attitude and approach necessary with the ability to collaborate effectively in-person or within a virtual environment.

In addition to the above essential duties and responsibilities, this role includes other duties as assigned.This job description is not intended to be all-inclusive, and the employee will also perform other reasonably related business duties. This job description does not constitute a written or implied contract of employment.

Compensation:

An attractive compensation package is available and will be based upon the successful candidate’s relevant experience and overall suitability for the position.

EQUAL EMPLOYMENT OPPORTUNITY

Trident Trust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.