Director – Trust and Fiduciary
BRS Limited
Hong Kong
3天前

Other Key Relationship

  • Our client, a well-known global foreign private bank, is looking for high-caliber individuals to join them for the above position.
  • Job Description

  • Report to Head of Trust Greater China and North Asia and support Relationship Managers in acquiring new fiduciary and insurance businesses
  • Provide training and relevant sharing sessions with the Relationship Managers
  • Work closely with the trust companies to facilitate the Relationship Managers in the management of existing and on-boarding of new fiduciary structures
  • Business development and clients acquisitions including generate potential leads from Private Bank, Commercial Clients and covert leads into sales
  • Achieve annual sales target
  • Able to handle Private Banking clients on estate planning needs and enquiries as well as apply various alternative estate planning structures and solutions
  • Assist RMs to understand benefits of estate planning structures
  • Meeting with prospects and existing clients with Relationship Managers
  • Build up a long term and good relationship with intermediaries such as insurance brokers, accountants and lawyers etc
  • Requirements

  • Experience in using insurance and fiduciary structures as planning tools
  • With at least 10 years of experience working in Trust and Estate advisory for high-net-worth sector
  • Must have understandings of basic regulatory / tax regimes in Asia Pacific countries
  • Trust business development experience is a must
  • Good communication and interpersonal skill
  • Travel is required
  • Fluency in Mandarin preferred
  • Interested parties please forward your CV in Word Format with current and expected salary to and cc to
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