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
Requirements
– 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
English 
Chinese