Trust Services Director

金石信托·Financial Services
HK $60K-90K/Month, Salary negotiable
Bachelor
Over 10 yrs exp
HK work permit required
9.0 hrs/day, 5 days/wk

Send application message

Work benefits
Competitive pay
Discretionary bonus
Gratuity
Year-end bonus

Job DescriptionTranslate to English

· Based on understanding the customer's background and needs, understand the asset allocation target, and be responsible for formulating professional customized solutions.

· Responsible for the establishment and management of onshore and offshore trusts.

· Provide trust training to internal staff to improve the efficiency of providing trust services to customers.

· Actively coordinate and cooperate with relevant teams (including tax advisors, lawyers and family advisors) to provide customized services to customers.

· Work with external lawyers and accountants to create a customized trust structure for clients.

· Assist in analyzing market changes and customer needs, and propose effective suggestions to promote the implementation of the company's overall strategy.

· Provide professional wealth management services, including insurance, investment, and retirement planning for customers.

· Actively expand potential markets.

· Supervise the team's regulatory activities to ensure compliance with all relevant laws, regulations and supervisory requirements, including internal policies and procedures.


Languages
Cantonese
English
Mandarin
Skills
Client Relations
Financial Consultancy
Wealth Management Services

avatar
avatar
vincent li
Golden Rock Trust · 招聘总监

Job Location

28 2801, 118 Connaught Rd W-Sai Ying Pun, Central and Western

28 2801, Yat Chau Internationnal Plaza, 118 Connaught Rd W, Sai Ying Pun

Map info not available. You can open it in another map app.

Location

Direction


Be careful

Don’t provide your bank or credit card details when applying for jobs.

Send application message

Similar jobs

Quick reply

No experience limit


Higher Diploma or Associate Degree

Negotiable

在職培訓

推薦申請註冊交易員

市場推廣與客户服務經驗

文傳金業

  • Active within 3 days

No experience limit


Bachelor

$15K-20K/M

香港证监会牌照(通过HKSI考试):Paper 1(证券法规)

已获得香港工作签证

粤语+英语(书面及口语流利)+ 普通话(服务内地客户必备)

Quick reply

New

No experience limit


No degree required

$10K-15K/M

Attractive base salary and performance-based incentive

Knowledge in Property Market and Mortgage would be an advantage

At least 3 years' experience in mortgage loan sales

Pan Asian

  • Active within 7 days

Quick reply

No experience limit


Diploma of Secondary School

$18K-27K/M

優厚佣金制度

每月營業津貼

免費旅行機會

No experience limit


Bachelor

$15K-20K/M

香港证监会牌照(通过HKSI考试): Paper 1(证券法规)

已获得香港工作签证

粤语+英语(书面及口语流利)+ 普通话(服务内地客户必备)

No experience limit


Bachelor

$15K-20K/M

香港证监会牌照(通过HKSI考试):Paper 1(证券法规)

已获得香港工作签证

粤语+英语(书面及口语流利)+ 普通话(服务内地客户必备)

View more

Career Guide

View More
香港創業
初創企業家
創投資金
科技創新
政府政策
金融業
銀行面試
職場準備
香港會計
企業財務
管理會計
風險管理
稅務
高薪職位
人才清單
入境計劃
求職渠道
移居香港