Job duties: Provide full range of wealth management services to a designated portfolio of high-net-worth customer. Expand the existing client base by exploring potential customers in the market.   Job requirements: Degree holder or above, with 5 years' experience in handling investment portfolio of affluent customers. Passes in MPF, Insurance,…...

Job duties: Work with advisory team and teammates to prepare financial reporting in accordance with new IFRS requirements Assist in the design of new processes to enable transition of current closing process in order to comply with IFRS17 requirements Support quarterly and annual business returns for statutory filings to HK…...

Job Responsibilities:   Mainly lead the private trust administration team for the delivery of trust administration and client relationship work Review and renew trust legal documents Support operational function to frontline business team Provide quality service and streamline workflow to customers Communicate well with both internal and external parties  …...

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…...

Job Responsibilities Handle existing corporate clients in mainland and overseas. Develop new clients and new market, follow up current market trends and news. Maintain good relationship with existing suppliers , co-work with headquarter and branch offices. Ad-hoc duties as assigned by superior China and overseas business trip will be required…...

Job duties: Lead the Administration Team effectively for daily administration works and comply with external regulations and internal company’s procedure manuals Streamline workflows and provide quality services to clients Provide operational support to frontline business team Review and renew trust legal documents before execution Coordinate and liaise with both internally…...

Job duties: Lead a team to provide professional middle office administration in relation to fund custodian, agent and corporate trust related services in bank Coordinate with frontlines and back office in the department during daily works Control, monitor and check the related legal documents before execution Perform ad-hoc assignments as…...

Responsibilities Manage day to day trust administration and ongoing operations in accordance with regulatory requirements Prepare and review trust documents and KYC documents and ensure proper compliance Maintain client relationships and conduct regular review and workflow streamline to cope with client’s trust needs Maintain good working relationships with internal and…...

Responsibilities Perform administration of corporate trust and fund custodian related services Due diligence in client onboarding procedures and documentation requirement Review in liaison with relevant parties on account documentations including custody and fund administration service agreements, trust deeds ,and other account related documents etc Ensure documents and operation process in…...

Job duties: Promote custody services and investor services to institutional clients Develop, manage and maintain quality client’s relationship. Have knowledge and familiar with various fund and investment products such as offshore fund, authorized fund, bond trustee, company trust, RQFII, QFII, and QDII Generate, solicit and grow business both from existing…...