Assistant Head, Trust Business Development (Bank TRM)

Assistant Head, Trust Business Development (Bank TRM)

• Promote private trust products in bank such as family trust, charitable trust, employee's share award to potential clients through different channels including intermediaries and referrals of the bank
• Explore and acquire new business by networking through different channels including, brokers, insurance agents, head office and bank branches etc.
• Address client's need and provide professional advices in order to maximize business opportunities
• Manage client relationship and answer enquiries in timely manner
• Prepare presentation, marketing and promotional materials
• Monitor KYC process and ensure risk management policies are followed
• Collaborate with trust administration team for new client's onboarding process

Requirements

• Degree in Law, Accounting or business related disciplines, preferably with professional qualification such as HKCGI, CPA, LLB and STEP holders etc.
• Relevant experience in private trust / banking and financial services sector
• Knowledge of securities and relevant regulations in Hong Kong
• Good communication, interpersonal and organization skills
• Proficient in both spoken and written English and Chinese Languages

Candidate with less experience can apply for Manager, Trust BD

All data collected will be used for recruitment purpose only & will be used strictly confidential. Only shortlisted candidates will be notified.

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