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Primary 90% Wealth Planning, Trust Marketing and Sales, Trust Establishment and 10% Trust Relationship Management with existing clients
25% travelling in Asia Pacific / Global required
Develop and maintain strong long-term key clients' relationships, understanding their needs and expectations and ensuring they are engaged in a professional and timely manner
As a senior point of contact, face to face, verbal and written communication with clients, trust related parties and advisers on the most complex issues, in a professional and timely manner
In-depth knowledge of clients' wealth and family circumstances being a source of informal advice for trust related parties, clients and team members while obtaining formal advice for clients where required
Maximise client retention
Trouble-shooter, identifying and rectifying problems at an early stage
Minimum 5-10 years relevant working experience, preferably in professional or financial services industry
Bachelor degree in business or law; STEP Diploma in International Trust Management/ STEP qualified would be a plus
Previous business development experience and proven track record of meeting and exceeding sales targets
Exposure to corporate trust and/of private trust are essential
Professional proficiency in oral and written English and Chinese (Mandarin) is a must