Job Title

Senior Sales Manager, Private Trust RM (Banking Sector)

  • Position:
  • Salary:
  • Location:
  • Job ID: 03503
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Job Description

Job duties:

  • Promote private trust products such as family trust, charitable trust, employee’s share award to potential clients through different channels including intermediaries and referrals
  • Manage client relationship and answer enquiries
  • Explore and acquire new business by networking through different channels including, broker, insurance agent and bank branches etc.
  • Prepare presentation, marketing and promotional materials
  • Address client’s need and provide professional advices so as to maximize business opportunities
  • Monitor KYC process and ensure risk management policy is followed
  • Collaborate with trust administration team for new client’s onboarding process
  • Participate in ad hoc projects pertaining to marketing and coordination with Head Office

Job requirements:

  • Degree in Law, Accounting or business related disciplines, preferably with professional qualification such as HKCIS, CPA, TEP
  • Over 4 years relevant experience in private trust / banking and financial services sector
  • Knowledge of securities and relevant regulations in Hong Kong
  • Excellent business acumen, communication and organization skills
  • Proficient in both spoken and written English and Chinese

Candidates with more experience can be considered as “Head, Private Trust Business Development”

Candidates with less experience can be considered as “Manager, Private Trust Business Development”


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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.

Required: Admin & HR
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Senior Sales Manager, Private Trust RM (Banking Sector) (ID: 3503)

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