Executive – Trust Services
ZEDRA
Hong Kong
4天前

Essential Duties and Responsibilities An entry level position as a member of the Trust Services Department promoting the highest level of customer services , including :

  • Preparation and production of pitch books, meeting packs and proposals to support business development initiatives for the trust department,
  • Set up and onboarding of new clients; document fulfilment for KYC, onboarding, opening of bank accounts, preparation of closing binders,
  • Trust administration including preparation of trust documents,
  • Maintenance of files for clients structures,
  • Maintain and update client data, coordinate client billing and collection including preparation of invoices,
  • Ensure compliance with Zedra policy and procedures.
  • Executive - Trust Services (Aug 20)

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