Job Description
Job duties:
- Assist private trust business development with well customer services and good communication on potential clients;
- Maintain good relationship with valued customers and intermediaries;
- Responsible for handle customer inquiries with solid private trust business knowledge
- Perform Know-Your-Customer (KYC) process of the new customers in account opening
- Handle marketing documents, presentation and promotion materials;
- Coordinate and participate in ad hoc projects in relations to marketing and coordination with Head Office.
Job requirements:
- Degree holders of Business or relevant disciplines. such as Accounting / Finance
- Over 3 years of relevant experience in private trust business industry , banking or financial services sector;
- Business development and / or customer service experience is preferred
- Good business senses; with good communication and organization skills
Candidates with less experience can be considered as “Senior Officer, Private Trust Business Development”