Job Title

Client Manager – Private Trust Services

  • Position:
  • Salary:
  • Location:
  • Job ID: 03470
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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


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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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Client Manager – Private Trust Services (ID: 3470)

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