Job Title

Business Development Manager, Private Trust RM (Bank)

  • Position:
  • Salary:
  • Location:
  • Job ID: 03600
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Job Description

Job duties:

  • Promote private trust products 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, broker, insurance agent and bank branches etc.
  • 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 policy is followed
  • Collaborate with trust administration team for new client’s onboarding process
  • Participate in ad hoc projects pertaining to marketing and coordination with Head Office of the bank

Job requirements:

  • Degree in Law, Accounting or business related disciplines, preferably with professional qualification such as HKCIS, CPA and STEP etc.
  • Over 3 years relevant experience in private trust / banking and financial services sector
  • Knowledge of securities and relevant regulations in Hong Kong
  • Good business acumen, communication and organization skills
  • Proficient in both spoken and written English and Chinese Languages

Candidates with more experience can apply for “Head / Senior Manager, Private Trust Business Development”


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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: Admin & HR
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Business Development Manager, Private Trust RM (Bank) (ID: 3600)

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