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Support the setup and management of relationships with Trustees
Manage and review vendor due diligence
Provide wealth planning training to front-line staff
Provide sales and support to clients in NEA and SEA
Ensure selling process and procedures comply with internal and external policies and requirements
Requirements:
University degree in Business, Law or related discipline
Minimun of 5 years' experience in wealth planning in private banking
Good knowledge of trust and the market
Good command of both written and spoken English and Chinese (fluency in Mandarin is a MUST)
Please email your full resume in MS Word format to info@connexesearch.com quoting the job reference N201056 in the subject field. Your interest will be treated in strict confidence. Only shortlisted candidates will be notified.
