Head of Private Trust (Senior Manager) (HK$70K - $100K) (Ref. No.: 26131)
Our client, a Chinese Bank, is looking for high-caliber person to fill the position.
Job Duties
- Assist the Private Banking Head to set up the Private Trust Business
- Formulate the goals, objectives and business plan of the Private Trust business (family trust, charitable trust, etc.) for Private Banking Customers
- Provide wealth management solutions via appropriate trust structure arrangement for clients
- Provide support and coaching to Relationship Managers to manage the portfolio of Ultra-high-net-worth clients to ensure their trust tailored structures have been properly implemented and administrated
- Implement of business policies, operation procedures and compliance guidelines
- Provide a high standard of compliance and risk awareness such as due diligence on clients
- Collaborate and communicate with both internal and external stakeholders
- Perform ad-hoc assignments as required
Job Requirements
- Degree in Law, Accounting or business related disciplines, preferably with professional qualification such as HKCIS, CPA, TEP, ACCA
- Min 8 years of solid experience in private trust business gained in bank / Asset Management or Professional firm
- Sound knowledge in trust set-up, trust documents, product development and operations
- Capability to draw up effective marketing plan independently
- Good business acumen with innovative ideas
- Fluency in both written and spoken English and Chinese (Cantonese & Mandarin)
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