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]

Apply Now