Wealth Planning & Trust Business Development Manager (HK$55K -
$65K) (Ref. No.: 26769)
Our client, a Financial Institution, is looking for high-caliber
person to fill the position.
工作職責
-
Achieve trust sales targets through branches in the group and
other sales channels.
-
Play a main role in business development activities, including
meeting with prospective clients, preparing proposals and
attending to client enquiries.
-
Actively support the initial client onboarding process and
handle initial asset injection.
-
Ensure client satisfaction by providing proper trust structuring
solutions.
-
Understand, follow and demonstrate compliance with all relevant
internal and external rules, regulations and procedures that
apply to the conduct of the business.
-
Develop a network with external professional contacts with the
target of maximizing value added to the clients.
工作要求
-
At least 5 years of working experience in wealth planning,
trust, and other fiduciary services.
- Working experience in trust companies preferred.
- STEP or ICSA qualification preferred.
-
Strong technical knowledge in trust, tax, accounting, and
investment products.
-
Able to assist in reviewing trust and related documentation.
-
Strong client relationship management and interpersonal skills,
good presentation and negotiation skills.
- Frequent travel is required.
- 職位編號:
- 26769
- 日期:
- 02/04/2024
- 工作類別:
- 銀行業
- 薪金範圍:
- HK$55K - $65K
- 學歷要求:
- Degree
- 聯絡電郵:
-
[email protected]
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