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

Responsibilities:

  • 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;

Requirements: 

  • 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
Qualification
Degree
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