Job Title

Assistant Private Trust BD Manager (Bank TRM)

  • Position:
  • Salary:
  • Location:
  • Job ID: 03768
Share This Job

Job Description

  • Explore and acquire new business by networking through different channels including, broker, insurance agent, head office and bank branches etc.
  • 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
  • Address client’s need and provide professional advices so as to maximize business opportunities
  • Manage client relationship and answer enquiries
  • 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 and STEP etc.
  • Relevant experience in private trust / banking and financial services sector
  • Knowledge of securities and relevant regulations in Hong Kong
  • Proficient in both spoken and written English and Chinese Languages
  • Good communication, interpersonal and organization skills

 

Candidates with less experience can apply for “Officer, Private Trust Business Development”


---

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
Tags:

Join Our Free Newsletter

Subscribe to our FREE Job Market News , Interview Tips & New Featured Openings.

Have a Question?

We are here to help. Email us or call +852 2877 3560
Contact Us
Application

Assistant Private Trust BD Manager (Bank TRM) (ID: 3768)

No file !Max size: 5mb (pdf,doc,docx,rtf,zip)

Type the characters: