We are currently seeking a high caliber professional to join our team as a Trust Relationship Officer.
In this role you will:
Support Trust Relationship Managers to service estates and relationship with beneficiaries whilst ensuring efficient and quality services are provided, with utmost adherence to risk control and compliance policies.
Support Trust Relationship Managers in meetings with beneficiaries.
Assist Trust Relationship Managers in the gathering of the assets of the estate, management of the estate, general administration and support functions in servicing of key client relationships
Facilitate and coordinate with different function units, departments, service providers and professional advisors to follow up and complete administration according to the terms of the Will or clients' requests with respect to in specie distribution and tasks as requested by Trust Relationship Managers
Ensure proper compliance of policies, guidelines and regulatory requirements
To be successful you will need:
Degree in accountancy, business background or related discipline will be an advantage
Relevant experience including accounting, tax, audit or trust experience will be an advantage
Excellent communications skills, both written and spoken English and Chinese
Fast learner with a positive attitude
Meticulous with a keen eye for detail
Team player with good interpersonal skills
Strong empathy to deal with people of different levels and background, including clients and third parties
Detail oriented, able to work with minimum supervision and under pressure
Travelling is required on need basis
Opening up a world of opportunity
www.the banking group.com/careers
the banking group is committed to building a culture where all employees are valued, respected and opinions count.
We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse e...
Experience: Entry level
Connect with an insider to learn more about this role (team culture, interview focus, and how to stand out).
Requirements
Relevant degree or professional qualifications
Experience aligned with the role level stated in the posting
