Harbridge Partners Limited

Central & Western Area

Posted on 22-Sep-22

Job Highlights

  • Head of Trust Services, HNW, Hong Kong, Trustee
  • Wealth management, Putonghua, Major bank
  • Nice working hours, job exposure

Job Description

About our client

Our client is a trust company with impressive track record, which offers a wide range of wealth management and financial planning services.

Job Highlights

–          5 + years of relevant experience in trust industry

–          Establish a long-lasting relationship with our potential customers

–          Exposure to HNW clients and gain connections

Job Description

–          Working closely with frontline service team to deliver our value-added services to targeted clients

–          Collaborating with internal & external stakeholder to deal with customers’ requests

–          Supervising daily administrative of trust portfolio and conduct regular review on trust products to guarantee the offering of professional services

–          Supporting the development of new trust products and propose effective business planning

–          Perform ad-hoc projects as required


–          Degree holder in law, accounting, or business-related disciplines with professional qualification such as STEP, CPA, ACIS

–          5 years or above industry experience in trust set-up and operations

–          Strong leadership, detail minded with excellent communication skills

–          Fluent in both written and spoken English and Chinese, Putonghua is necessary

–          Proficient in MS office and Chinese Word Processing

 Please send CV to 

CV [@]  harbridgepartners [dot] com

Keywords: STEP, CPA, Degree, Senior level, trustee, trust services, trust admin and sales, asset management, banking, HNW clients, MPF, professional services, product development, team management, Mandarin, Hong Kong

Job Functions: Accounting / Finance / Corporate Services / HR Banking / Financial Services / Insurance Sales / Marketing / PR
Job Type: Full Time Permanent
Years of Experience: 5 Years

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