Formulate the goals, objectives and business plan of the Private
Trust business (family trust, charitable trust, etc.)
Design and devise business plan effectively for promoting and
securing trust services to high net worth private trust clients
(Private Banking Segment)
Explore and acquire new business by networking through different
channels
Provide a high standard of compliance and risk awareness such as
due diligence on clients
Collaborate and communicate with both internal and external
stakeholders including lawyers and product providers
Perform ad-hoc assignments as required
工作要求
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 and product development
Professional qualification awarded by The Society of Trust and
Estate Practitioners (STEP) or Hong Kong Trustees' Association
(HKTA) is an advantage
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)
