Corporate Trust Officer at CardinalStone Partners Limited

CardinalStone Capital Advisers (CCA)

Job Description / Responsibility

The job holder will support the Trustees in new business generation, relationship management, and expanding the clientele base.

Responsibilities include but are not limited to:

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;

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;

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 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 line manager.

Educational Requirements

    Bachelor's Degree

Experience Requirements

    At least 4 years in a similar capacity within a financial services/sales environment.

    Strong business development experience and competence

Additional Job Requirements

    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.

Company Information
CardinalStone Capital Advisers (CCA) Address : 5 Okotie Eboh, Ikoyi , Lagos , Nigeria Web : Website

Job Summary

CardinalStone Capital Advisers (CCA)
  • Category : Banking & Financial Services
  • Posted on : 22 Feb 2021
  • Job Type : Full Time
  • No. of Vacancies : 1
  • Employer : CardinalStone Capital Advisers (CCA)
  • Experience : 0
  • Salary : Negotiable
  • Location : Lagos
  • Application Deadline : 28 Feb 2021

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Interested and qualified candidates should click apply on the company's website to apply

Job Source:

Print at: 08 Mar, 2021 05:34 am

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