Trust Marketing Professional
China Construction Bank
Hong Kong
6天前

Main Responsibilities :

  • Meeting with High Net-worth clients to provide a solution on setting up of Private Family Trust / Fund Services
  • Review trust documentations and trust files
  • Handling of High Net-worth clients inquiries
  • Conduct KYC process to new accounts
  • Prepare procedure manual and guidelines
  • Co-ordinate with legal, tax consultant, and business partners
  • Lead and supervise a Private Family Trust operations team
  • Extensive knowledge in SFC authorized funds / Cayman funds
  • Having experience in Custody business preferred DisplayQualifications("- University degree in Law / Finance or related disciplines
  • Minimum 5 - 8 years of relevant experience in Trustee business
  • Excellent understanding of regulatory requirement in Trustee Services
  • Extensive knowledge in private trust and tax services
  • Independent, self-motivated and able to work under pressure with multiple deadlines
  • Proficiency in computer skills and Microsoft Office applications
  • Excellent communication and interpersonal skills Requirements : - University degree in Law / Finance or related disciplines
  • Minimum 5 - 8 years of relevant experience in Trustee business
  • Excellent understanding of regulatory requirement in Trustee Services
  • Extensive knowledge in private trust and tax services
  • Independent, self-motivated and able to work under pressure with multiple deadlines
  • Proficiency in computer skills and Microsoft Office applications
  • Excellent communication and interpersonal skills
  • Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.

    All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank’s personal data policies, a copy of which will be provided upon request.

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