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.
Job Duties
- 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.
Job Requirements
- 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.
- Job No.:
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27146
- Date:
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02/01/2025
- Job Category:
-
Banking
- Salary:
-
$Neg.
- Qualification:
-
Degree
- Apply Email:
-
[email protected]
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