Posted on 2021-12-03
Bank of Communications Trustee Limited

Assistant Manager - Private Trust Business Development

Bank of Communications Trustee Limited

Responsibilities

  • Explore and acquire new business by networking through broker/insurance agent/branch etc.
  • Promote private trust products such as family/charitable/employee’s share award trust to potential clients through different channels including intermediaries and referrals
  • Address client’s need and provide professional advices so as to maximize business opportunities
  • Manage client relationship and answer enquiries
  • Monitor Know-Your-Customer process and ensure risk management policy is followed
  • Collaborate with trust administration team for new client’s onboarding process
  • Prepare presentation, marketing and promotional materials
  • Participate in ad hoc projects pertaining to marketing and coordination with Head Office
  • Perform ad-hoc assignments as required

Requirements

  • Degree in Law, Accounting or business related disciplines, preferably with professional qualification such as HKCIS, CPA, TEP
  • 1 year relevant experience in private trust / banking and financial services sector
  • 2 years or above experience to serve listed companies such as experience in IR or financial PR firm are also welcome
  • Knowledge of securities and relevant regulations in Hong Kong
  • Excellent business acumen, communication and organization skills
  • Good knowledge in PC skills (M Word, Excel and PowerPoint), Chinese typing an advantage
  • Proficient in both spoken and written English and Chinese (Putonghua a must)
  • Immediately available is highly preferred
  • Candidate with more experience will be considered for the senior position

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More job information
Salary
Benefits
  • 5-day week
  • Dental plan
  • Discretionary bonus
  • Education subsidies
  • Insurance plan
  • Medical plan
Job Function
Industry
Employment Term
  • Permanent
  • Full-time
Experience
  • 1 year - 7 years
Career Level
  • Middle management level
Education
  • Degree