General Manager, Trustee Business (Ref. No.: 27879)

Our client, a Leading Bank, is looking for high-caliber person to fill the position.

Fully responsible for the development and enhancement of Trustee Business and Trustee Services under Retail Banking Section for the Banking Group
Oversee Corporate Strategy Planning, manage and develop Client Segmentation, Business Planning and Strategic Planning for the dynamic business growth of coverage in Trustee Business
Lead and manage Trustee Business Growth, Client Servicing, Marketing, Investment Analysis, Product
Development functions
Develop new Strategic Features and Insights on asset management and wealth succession solutions
Formulate and set up the departmental structure and relevant business enlargement in market share
Plan / Formulate / Implement strategies and initiatives to drive the growth of Business and Products coverage
Liaise with various business units to enhance effectiveness of marketing programs and develop marketing solutions for enlarging customer base and profitability
Lead and manage estate planning suggestions and investment advisory services to high-net worth customers
Lead and manage general trust and structuring advisory services to new and existing clients
Lead a trust marketing team in achieving pres-set sales targets and objectives
Establish and manage Private Trust, Charitable Trust and Pension Funds

University Degree holder in Business Administration, Finance, Economics, Accounting
10 – 12 years’ experience in Trustee Business Development and Business Operation to high net worth
customers in Banking / Trustee Sector is a MUST
Proven experience in Private Trust Business, Trust Marketing and Services, Customer Relationship and
Business Development to high net worth customers
Strong Experience in the Business Management of Private Trust, Charitable Trust and Pension Funds
Self-initiative, independent with good interpersonal and communication skills
Able to exercise judgment, work under pressure and liaise effectively with the business and supporting units
Excellent command of spoken and written Chinese and English including Cantonese and Putonghua

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