We are currently seeking a high calibre professional to join our team as a Trust Relationship Manager.
In this role you will:
Delivering high quality Will preparation and review, committeeship and estate administration services and services as attorney under enduring power of attorney
Ensuring client satisfaction
Ensuring compliance with all relevant policies and procedures
Assist and work under Line Manager within the team in line with strategic and operational objectives
Ensure businesses engaged in sits within Trust & Fiduciary services’ risk appetite
Provide assistance to team members with the resolution of estate administration and other probate services issues when escalated as well as helping with relationship management and on-going coaching and career development of the team.
Work with all team members and internal and external stakeholders
Area covers primarily Hong Kong but multi-jurisdictional for certain estate committee cases.
Day to day interactions with estate beneficiaries, Committee family members, the banking group colleagues from Private Banking, Premier and other, as well as non the banking group financial institutions at all levels of seniority, external services providers, such as lawyers, estate agents, auctioneers etc.
Assist to promote the services of the team both internally and externally
Provide technical assistance as required to Wealth Planners and Trust Relationship Managers in Trust & Fiduciary services
To be successful you will:
Degree holder in accountancy, legal, tax or related discipline
CPA / Legal / STEP qualification preferred
At least 5 years’ experience in trust or estate administration and / or advising clients on trust and wealth solutions
Client focused, with strong analytic, technical, teamwork and relationship building skills
Experience in portfolio management, brokerage and institutional sales useful
Extensive knowledge of private banking business onshore and offshore, and competitive and regulatory enviro...
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
