Corporate Trust Officer – CTO211

Job Information

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    Category Finance Manager Jobs
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    Posted On Feb 22 ,2021
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    Qualifications Bachelor Degree
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    Employer Name CardinalStone Partners Limited
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    Contact Email

Job Description

Job Summary

  • This candidate will support the Trustees in new business generation, relationship management and expanding the clientele base.

Job Description
Responsibilities include but are not limited to:

  • Legal analysis and negotiation of agreements: trust indentures, escrow agreements involving cash, securities certificates, agreements, fee schedules and other related agreements;
  • Assessment of the complexity and level of risk for each transaction;
  • Closing and administration of corporate debt files and trust account investments; production of monthly reports on interest and principal payments of relevant public offerings for distribution to the lenders, property holders, rating agencies, regulatory authorities;
  • Play an active role in marketing our services with a view to securing mandates/appointments;
  • Ensure all statutory documents are submitted by the new client;
  • Relationship management of clients including multinational businesses and corporate investors, financial institutions, lawyers, beneficiaries, banking clients, and internal and external partners, public offices;
  • Draft Trust Deeds/Supplemental Trust Deeds;
  • Review documents from Lenders (Banks) and other Counterparties;
  • Identify and drive new business prospects in the target market;
  • Cultivate a relationship with issuing houses, Financial Consultants, Arrangers and Bondholders;
  • Solicit, develop, generate, and manage full-service relationships Corporate clients (Public/Corporate Trust);
  • Ensure follow up with Counterparties on delivery of Security documents;
  • Ensure proper registration and safekeeping of Security documents in our custody;
  • Follow up with Project Monitoring Consultants to ensure Quarterly Reports are received as at when due;
  • Review of Quarterly Reports of Project Monitoring Consultants on all Bonds upon submission;
  • Ensure compliance with the requirements of the Security documents on all Bonds and CIS transactions;
  • Closure of Registers for all Federal, State & Corporate Bonds in line with the Security documents to avoid regulatory infractions;
  • Ensure documentation of evidence of payments to Bondholders;
  • Initiate and arrange meetings with Counterparties on a relationship basis;
  • Ensure proper filing of all State and Corporate Bonds transactions as well as CIS transactions;
  • Attend Investment Committee Meetings of Funds that we act as Trustees;
  • Relate with other parties to the Fund such as Custodians and Registrars on a need basis;
  • Respond to the unit’s correspondences (letters, emails);
  • Provide Trust expertise and professional investment advice using the best services and products available to ensure clients’ financial and non-financial goals are met;
  • Regularly recommend amendments to market strategy and plans based on industry leading practice;
  • Keep abreast of regulations and policies within the Capital Market;
  • All other jobs that may be assigned by the line manager.

Requirements, Skills / Attributes

  • Qualification: Bachelor’s Degree
  • At least 4 years in a similar capacity within a financial services/sales environment.
  • Strong business development experience and competence
  • A first degree in Law (preferably) from a reputable university
  • Possession of a professional business qualification or an MBA is desired.
  • Good understanding of corporate/public trust services
  • Track record in generating sales and relationship management to issuing houses, Financial Consultants, Arrangers, Lenders (Banks) and other Counterparties.
  • Well-developed business and relationship management skills and demonstrated ability to cultivate productive business networks.
  • Excellent understanding of investment and portfolio management.
  • Excellent knowledge of money and capital market operations.
  • Excellent entrepreneurial and interpersonal skills.
  • Excellent communication, report writing and presentation skills.
  • Problem-solving and critical thinking abilities.
  • Integrity and ethics.