Wealth Planning / Trust Operations Specialist – Private Banking recruitment
Private Bank with over 140 years experience and solid investments in Asia is now looking for an operations specialist to join their Hong Kong based Wealth Planning team.
Your main responsibility includes the establishment, maintenance and termination of trust (related) structures. Parties you will deal with are trustees, (assistants of) client advisors, third party banks and agents, professional advisors and clients occasionally.
On a daily basis you are asked to provide (after) sales support for existing and new trust business working closely together with the client advisor and/or his assistant. You assist the relationship managers and wealth planners including preparing trust set up and account opening documents, answer queries from their clients and the market and dealing with all matters related to restructuring trusts. Also, you support the team in meeting its risk control requirements.
Requirements
- Minimum 4 years relevant working experience with a trust company
- Highly organised with great attention to detail and ability to multi-task
- Ability to work independently as well as in a team
- Strong problem-solving and analytical skills
- Proficiency in Microsoft Office and preferably Chinese Word processing
- Relevant academic degree
- Fluent in English and Cantonese, Mandarin is an absolute advantage
Interested?
Please send your resume to Marlies Brouwer at marlies.brouwer@randstad.com.hk or call +852 2232 3430 for a confidential discussion.