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.