The Responsibilities Include:
- Business development and clients acquisitions to achieve annual sales target
- Be able to apply and explain various alternative estate planning structures and solutions to Private Banking clients on estate planning needs and enquiries
- Travelling with and assisting Relationship Managers to service clients
- Building good relationship with clients and intermediaries, e.g. insurance brokers, accountants and lawyers
The Ideal Candidate:
- Min. 8 years of experience in Trust, Insurance and Estate advisory for high-net-worth sector
- Good understandings of basic regulatory/tax regimes in APAC countries
- Must have trust and fiduciary business development experience
- Fluency in English, Cantonese and Mandarin
