Wealth Dimensions Consultancy Limited

Senior Officer / Manager, Private Trust

Wealth Dimensions Consultancy Limited
Salary negotiable
Posted on 16 Jul 2020

Senior Officer / Manager, Private Trust

Wealth Dimensions Consultancy Limited

Job Highlights

  • Private Trust
  • Business development
  • Relationship Management

Job Description

Our client is Trustee company (Bank) in Hong Kong, and now looking for the High Calibre candidates to join their position of Private Trust Relationship Manager


  • Assist our private trust business development with well customer services and good communication on our potential clients;
  • Responsible for handle customer inquiries with well private trust business knowledge;
  • Maintain good relationship with our valued customers and intermediaries;
  • Perform Know-Your-Customer process of the new customers;
  • Handle marketing documents, presentation and promotion materials;
  • Coordinate and participate in ad hoc projects in relations to marketing and coordination with Head Office.
  • Perform ad-hoc assignments as required;


  • Degree holder of relevant discipline (major in Law, Accounting or Business Management and possession of professional qualification HKCIS, CPA, STEP etc. is an advantage);
  • Minimum 3-5 years of relevant experience in private trust business industry or banking or financial services sector;
  • Business development and/ or customer service experience is required;
  • Good knowledge in PC skills (M Word, Excel and PowerPoint), Chinese typing in advantage;
  • Excellence business senses, communication and organization skills with positive learning attitude;
  • Good writing and speaking in Chinese and English (Mandarin must).

Additional Information

Career Level
Not Specified
Years of Experience
2 years
Job Type
Full Time, Permanent

Company Overview

Wealth Dimensions Consultancy Limited is a well established recruitment firm. We are the expert in recruiting talents for Banking and Finance industry.

Website : www.wdco.com.hk

email : [email protected]

Additional Company Information