• Growing Team

• APAC exposure

• Candidates from Tax and Laws background are welcome

Client Details

Our client is a leading global bank. The business is growing quickly and they are growing their Private Banking Team

Description

• Serving a portfolio of client relationships

• Managing trust relationships and trust structures, including the management of underlying assets such as real estate and investment portfolio

• Managing and maintaining contact with trust parties to ensure that the structures are still valid and current and appropriate in relation to change of circumstances and restructure if required

• Handling distribution requirements

• Ability to identify new business opportunities from existing client structures, such as cross selling opportunities for Private Banking, Commercial Banking, Retail Banking divisions and within Private Wealth Solution for philanthropy, governance, liquidity planning and probate and involving respective specialists at appropriate times

• Ensuring client satisfaction

• Ensuring continued compliance with all relevant policies and procedures and regulatory requirements

• Ensuring proper due diligence is conducted on the existing client, and adhering to internal policies and any regulations giving full consideration to reputational and fiduciary risks of the Bank, when managing or restructuring the trusts, including identifying associated risks such as tax, legal and reporting.

• Adhering to proper pricing guidelines, and client take on procedures, and comply with all relevant policies and regulations

• Complying with all cross border guidelines

• Supporting teamwork through working with other team members, across Trust Relationship Managers platform and other departments

Profile

• Experiences in another financial institution or independent trust companies with trust experience

• Solid experience in client relationship management with legal and tax professional exposure

• Fluent written and spoken English. Ability in speaking Cantonese, Mandarin or other Chinese dialect would be an advantage

• Travelling is required on need basis

• Good interpersonal skills

• Able to work independently with minimum supervision and detail oriented

Job Offer

This is a great opportunity to join a growing banking employer with career growth opportunities. You will receive fast-tracked career progression opportunities and work with a team of proactive, ambitious and like-minded individuals