Job Description
- Explore and acquire new business by networking through different channels including, brokers, insurance agents, head office and bank branches etc.
- Design business plans to promote bank trust business
- Promote different trust products in bank such as family trust, charitable trust, employee’s share award to potential clients through different sources and channels including intermediaries and referrals of the bank
- Address client’s need and provide professional advices in order to maximize business opportunities
- Manage client relationship and answer enquiries in a professional manner
- Monitor KYC process and ensure risk management policies are followed
- Collaborate with trust administration team for new client’s onboarding process
Requirements
- Degree in Law, Accounting or business related disciplines, preferably with professional qualification such as HKCGI, CPA, LLB and TEP etc.
- Relevant experience in private trust / banking and financial services sector
- Knowledge of securities and relevant regulations in Hong Kong
- Good communication, interpersonal, leadership and organizational skills
Candidate with more experience can apply for “Head, Trust Business Development”