Job Title

Deputy Private Trust BD Manager (Bank TRM)

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  • Salary:
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  • Job ID: 03652
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Job Description

Job duties:

  • 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
  • Explore and acquire new business by networking through different channels including, broker, insurance agent, head office and bank branches etc.
  • Manage client relationship and answer enquiries
  • Address client’s need and provide professional advices so as to maximize business opportunities
  • 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

Job requirements:

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

Candidates with more experience can apply for “Head / Manager, 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.


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Deputy Private Trust BD Manager (Bank TRM) (ID: 3652)

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