DEPUTY MANAGER, TRUST BUSINESS DEVELOPMENT (BANK TRM) - #910027

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





Requirements




    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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