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Relationship Manager - Private TrustFunds Partnership (Asia) Limited
Relationship Manager - Private TrustFunds Partnership (Asia) Limited
Job Highlights
  • Private Banking Opportunity
  • Relationship Manager
  • Private Trust
Job Description

Take on a front-line role with our client who is a sizable private bank. As the market picks up, the business is looking for a Relationship Manager for their Private Trust team as part of their expansion plans. This will be a suitable role for someone who ideally already possess prior relationship management experience with UHNW or HNW clients, or at minimum some trust administration experience and are looking to take on more of a client facing role.

Responsibilities:

  • Manage and maintain contact with private trust clients to ensure that structures remain valid, current and appropriate in relation to any change in circumstances, and assist with restructuring if required
  • Handle distribution requirements
  • Identify new business opportunities from existing client structures - Cross sell opportunities within the bank (e.g. Private Banking, Commercial Banking, Retail Banking divisions)
  • Ensure client satisfaction
  • Ensure compliance with all relevant policies, procedures and regulatory requirements
  • Ensure due diligence is conducted on all clients
  • Adhere to internal policies and regulations 
  • Identify and mitigate any associated risks (wrt tax, legal, reporting etc) when managing  or restructuring the trusts
  • Adhere to proper pricing guidelines, and client take on procedures
  • Comply with all cross border guidelines

Requirements:

  • Experience in another financial institution or independent trust companies with trust experience
  • Solid experience in client relationship management with legal and tax professional exposure
  • Fluent written and spoken English. Ability in speaking Cantonese, Mandarin or other Chinese dialect would be an advantage
  • Travelling is required on need to basis
  • Good interpersonal skills
  • Able to work independently with minimum supervision and detail oriented 
Additional Information
Career Level
Middle
Qualification
Degree
Years of Experience
4 years
Employment Type
Full Time
Company details

Funds Partnership is a global boutique focused on the asset management, private equity, real estate, hedge funds, corporate & trust services and fund administration business. We have 5 international offices from which we operate globally, in all the major fund centres: London, Luxembourg, Amsterdam, Singapore and Hong Kong.