Roles & Responsibilities
Our client is an independent trust company is seeking a senior manager to join their trust team.
Responsibilities :
- Acquire, onboard, and grow relationships with HNW / UHNW clients
- Deliver tailored wealth solutions covering investments, tax, estate, and global real estate
- Oversee client portfolios with investment, operations, compliance, and product teams
- Leverage internal and external resources to provide integrated, one-stop solutions
- Ensure strict compliance with KYC / AML and uphold the highest ethical standards
- Maintain proactive client engagement with regular reviews and market updates
Requirements :
Minimum 5 years relevant experience in WM / PB / TM, Proven track record, knowledge of compliance regulatory frameworks.Excellent interpersonal and communication skills;Proven ability to build client relationships and deliver service excellence, strong analytical skills to expand client base and boost sales performance.A Bachelors degree with STEP qualifications preferred.Proficiency in Mandarin is an asset;Tell employers what skills you have
Wealth Management
Management Skills
Interpersonal Skills
Tax
Relationship Management
Wealth
Private Banking
Compliance
Advising Clients
Attention to Details
Time Management
Communication Skills
Regulatory Requirements
KYC
Business Development