Job Title

Assistant Head, Trust Business Development (Bank TRM)

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Job Description

  •  Promote private trust products in bank such as family trust, charitable trust, employee’s share award to potential clients through different channels including intermediaries and referrals of the bank
  • Explore and acquire new business by networking through different channels including, brokers, insurance agents, head office and bank branches etc.
  • Address client’s need and provide professional advices in order to maximize business opportunities
  • Manage client relationship and answer enquiries in timely manner
  • Prepare presentation, marketing and promotional materials
  • Monitor KYC process and ensure risk management policies are followed
  • Collaborate with trust administration team for new client’s onboarding process

Requirements

  • Degree in Law, Accounting or business related disciplines, preferably with professional qualification such as HKCGI, CPA, LLB and STEP holders etc.
  • Relevant experience in private trust / banking and financial services sector
  • Knowledge of securities and relevant regulations in Hong Kong
  • Good communication, interpersonal and organization skills
  • Proficient in both spoken and written English and Chinese Languages

 

Candidate with less experience can apply for “Manager, Trust BD”


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Interested parties please send your detail resume in MS WORD format with current and expected salary through APPLY FOR THIS JOB.

All data collected will be used for recruitment purpose only & will be used strictly confidential.
Only shortlisted candidates will be notified.

Required: Banking / Finance
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Application

Assistant Head, Trust Business Development (Bank TRM) (ID: 3797)

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