Assistant Head, Trust Business Development (Bank)

Job Description

1. Formulate the goals, objectives and business plan of the Trust business
2. Lead the team to ensure high level customer services is delivered to the clients
3. Explore and acquire new business of High Net Worth Clients by networking through different bank and non-bank channels including, brokers, insurance agents, head office and bank branches etc.
4. Address client’s need and provide professional advices in order to maximize business opportunities in trust.
5. Manage client relationship and answer enquiries. Collaborate and communicate with both internal and external stakeholders
6. Train and develop subordinates in the Trust Business Team
7. Monitor KYC process and ensure risk management policies are followed
8. 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 holders etc.
2. Relevant experience in private trust, banking and financial services sector
3. Knowledge of relevant rules and regulations in Hong Kong
4. Good communication, interpersonal and organizational skills

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