Job Description
Job duties:
- Responsible for handle customer inquiries with private trust business knowledge
- Assist private trust business development with well customer services and good communication on potential clients;
- Maintain good relationship with valued customers and intermediaries;
- Perform 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 2 years of relevant experience in private trust business industry , banking or financial services sector;
- Business development or customer service experience is preferred
- Good business senses; with good communication and organizational skills
Candidates with more experience can be considered as “Manager, Private Trust Business Development”