· 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.