SUPER Corporate Consultancy Group

Date: Aug 10, 2022
District: Cheung Chau, HK
Contract type: Full time
SUPER Corporate Consultancy Group

Job Description

    Promote bank private trust products such as family trust, charitable trust, employee’s share award to potential clients through different channels including intermediaries and referrals of the bank

    Explore and acquire new business by networking through different channels including, broker, insurance agent, head office and bank branches etc

    Manage client relationship and answer enquiries

    Address client’s need and provide professional advices so as to maximize business opportunities

    Prepare presentation, marketing and promotional materials

    Monitor KYC process and ensure risk management policies are followed

    Collaborate with trust administration team for new client’s onboarding process


    Degree in Law, Accounting or business related disciplines

    With professional qualification such as HKCGI, CPA and TEP etc. is preferred

    Relevant experience in private trust / banking and financial services sector

    Knowledge of securities and relevant regulations in Hong Kong

    Proficient in both spoken and written English and Chinese Languages

    Good communication and organization skills

Candidates with more experience can apply for “Head, Private Trust Business Development”.

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