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We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.
To us, good performance is about much more than turning a profit. It's about showing how you embody our valued behaviours - do the right thing, better together and never settle - as well as our brand promise, Here for good.
We're committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realise their full potential and make a positive contribution to our organisation. This in turn helps us to provide better support to our broad client base.
Reporting to Head of Wealth Planning, this incumbent is required to support Relationship Managers in acquiring new Wealth Planning businesses. This will include providing training and relevant sharing sessions with the Relationship Managers.
In addition, this incumbent is required to work closely with the trust companies to facilitate the Relationship Managers in the management of existing and on-boarding of new fiduciary structures.
The Role Responsibilities
Business development and clients acquisitions:
Generate potential leads from Private Bank
Generate potential leads from other parts of bank eg Commercial Clients
Abilities to convert leads into sales
Experience in using insurance and fiduciary structures as planning tools
To achieve annual sales target
Be able to handle Private Banking clients on estate planning needs and enquiries
Able to apply various alternative estate planning structures and solutions offered by the Bank
Helping Relationship Managers to understand benefits of estate planning structures and in the administrative and technical aspects of these structures
Traveling with Relationship Managers is expected to meet with prospects and to service existing clients
To assist Relationship Managers in building strong relationships with their clients
To work into building good relationship with intermediaries, e.g. insurance brokers, accountants and lawyers
Our Ideal Candidate
With at least 12 years of experience working in Trust and Estate advisory for high-net-worth sector
Must have understandings of basic regulatory/tax regimes in Asia Pacific countries
Trust and fiduciary business development experience is a must
Good communication and interpersonal skill
Fluency in English, Cantonese and Mandarin are MUST
Polished presentation and negotiation skills
Travel is required
Apply now to join the Bank for those with big career ambitions.