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Head of Private Trust (Senior Manager) (HK$70K - $100K) (Ref. No.: 26131)

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

Job Duties

  • Assist the Private Banking Head to set up the Private Trust Business
  • Formulate the goals, objectives and business plan of the Private Trust business (family trust, charitable trust, etc.) for Private Banking Customers
  • Provide wealth management solutions via appropriate trust structure arrangement for clients
  • Provide support and coaching to Relationship Managers to manage the portfolio of Ultra-high-net-worth clients to ensure their trust tailored structures have been properly implemented and administrated
  • Implement of business policies, operation procedures and compliance guidelines
  • Provide a high standard of compliance and risk awareness such as due diligence on clients
  • Collaborate and communicate with both internal and external stakeholders
  • Perform ad-hoc assignments as required

Job Requirements

  • Degree in Law, Accounting or business related disciplines, preferably with professional qualification such as HKCIS, CPA, TEP, ACCA
  • Min 8 years of solid experience in private trust business gained in bank / Asset Management or Professional firm
  • Sound knowledge in trust set-up, trust documents, product development and operations
  • Capability to draw up effective marketing plan independently
  • Good business acumen with innovative ideas
  • Fluency in both written and spoken English and Chinese (Cantonese & Mandarin)
Job No.:
26131
Date:
26/04/2023
Job Category:
Banking
Salary:
$Neg.
Qualification:
Degree
Apply Email:
[email protected]

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