Job Description
Responsibilities
- Assist in developing private and corporate trustee business and provide quality customer services to potential clients
- Build rapport with existing trust clients and intermediaries
- Perform customer due diligence on trust account opening and ensure proper compliance
- Handle marketing documentation, presentation and promotion materials
- Perform ad-hoc assignments as required
Requirements
- Degree holder with professional qualification HKCIS/CPA/STEP an advantage
- Minimum 5 years’ relevant experience in private trust business or banking sector
- Good familiarity with sales and marketing of trust business
- Knowledge of relevant procedural and regulatory requirements
- Good team player with strong communication skills
- Proficiency in both spoken and written English and Chinese including Mandarin