Job description
Our client is a wealth management brokerage platform, and they are hiring trust members to support their team expansion. Individuals with trust product knowledge, client servicing experience or trust administrative support experience are welcome to apply.
Opportunities can be discussed in client servicing or operation support nature.
Responsibilities:
Requirements:
Opportunities can be discussed in client servicing or operation support nature.
Responsibilities:
- As a strong member in the trust service team, to support business leaders in managing the trust administration and support on new business opportunities.
- Maintain a good rapport with RMs to deliver high-quality and timely services to clients/other relevant parties
- Communicate with leaders and parties to ensure timely delivery of quality services to customers
- Prepare/review relevant documents for trust administration
- Complete in annual trust review
- Assist in sales and marketing and administrative duties to strengthen the client relationship
- Assist in team administration
Requirements:
- Bachelor's Degree holder or above in law, accounting or business
- Minimum 4-6 years of trust administration experience, solid technical knowledge in trust and related matters
- Legal or Account or company secretarial qualifications
- Proficiency in both written and spoken English, Chinese and Putonghua
- Self-motivated and good interpersonal skills
- Good PC skills
