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Team Lead, Trust Services Business Development (HK$85K - $100K) (Ref. No.: 27146)

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

工作职责

  • Lead a team of Relationship Manager to provide the initial proposal of tax / trust / family office structure for clients, and build up and maintain long term business relationships with the tax adviser, lawyer, trustee to cater for wealth planning needs.
  • Develop business strategy to meet the market competition, challenges and the changing regulatory environment.
  • Achieve trust sales targets through branches in the group and other sales channels.
    • Play a main role in business development activities, including meeting with prospective clients, preparing proposals and attending to client enquiries.
    • Ensure client satisfaction by providing proper trust structuring solutions.
    • Develop a network with external professional contacts with the target of maximizing value added to the clients.

工作要求

  • Minimum of 8 years of working experience in wealth planning, trust, and other fiduciary services.
  • Working experience in trust companies preferred.
  • STEP or ICSA qualification preferred.
  • Strong technical knowledge in trust, tax, accounting, and investment products.
  • Able to assist in reviewing trust and related documentation.
  • Strong client relationship management and interpersonal skills, good presentation and negotiation skills.
  • Fluent in English and Mandarin.
职位编号:
27146
日期:
02/01/2025
工作类别:
银行业
薪金范围:
$Neg.
学历要求:
Degree
联络电邮:
[email protected]

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