Job Description
Job duties:
- Responsible for handling customers’ enquiries including employee’s share award schemes & family trusts arrangement
- Maintain excellent relationship with our valued customers and working partners
- Work closely with the head office to meet customers’ needs
- Understand and perform Know-Your-Customer (KYC) process for new customers
- Provide trainings to the subordinates
- Perform ad-hoc assignments as required
Job requirements:
- Degree holder in Law, Accounting or Business Management or related disciplines
- With relevant professional qualifications such as HKCIS, CPA, TEP etc.
- Minimum 3 years of relevant marketing experience in private trust business industry or banking or financial services sector
- Knowledge of securities and relevant regulations in Hong Kong is preferred
- Proficiency in PC skills
Candidates with more experience will be considered as “Team Head, Private Trust Marketing”