Job Description
- Handle customer inquiries with well private trust business knowledge
- Assist private trust business development with good customer service skills
- Maintain good relationship with customers and intermediaries of the bank
- Perform Know-Your-Customer (KYC) process of the new customers
- Handle marketing documents, presentation and promotion materials
- Coordinate and participate in ad hoc projects with other divisions in bank
Requirements
- Degree in Law, Accounting or business related disciplines, preferably with professional qualification such as HKCGI, CPA, LLB, LLM and STEP holders etc.
- Relevant experience in private trust, banking and financial services sector
- Knowledge of securities, relevant rules and regulations in Hong Kong
- Good communication, interpersonal and organizational skills
Candidate with less experience can apply for “Senior Officer, Trust Business Development”.