Team Head, Trust Business Development (Bank TRM)

Job Description

1. Explore and acquire new business by networking through different channels including, brokers, insurance agents, head office and bank branches etc.
2. Design business plans to promote bank trust business
3. Promote different trust products in bank such as family trust, charitable trust, employee’s share award to potential clients through different sources and channels including intermediaries and referrals of the bank
4. Address client’s need and provide professional advices in order to maximize business opportunities
5. Manage client relationship and answer enquiries in a professional manner
6. Monitor KYC process and ensure risk management policies are followed
7. Collaborate with trust administration team for new client’s onboarding process

Requirements

1. Degree in Law, Accounting or business related disciplines, preferably with professional qualification such as HKCGI, CPA, LLB and TEP etc.
2. Relevant experience in private trust / banking and financial services sector
3. Knowledge of securities and relevant regulations in Hong Kong
4. Good communication, interpersonal, leadership and organizational skills

Candidate with more experience can apply for “Head, Trust Business Development”