The Responsibilities Include:
- To build strong and trusting relationship with external advisers, bankers, insurance intermediaries and new clients proactively
- To develop trust structuring solutions and effectively close new trusts and other business
- To setup new trusts including drafting and review of trust deeds and related trust documents, opening bank accounts
- To coordinate incorporation and activation of underlying companies and documentation for injection of assets
- To ensure internal and external compliance requirements are met
- To maintain and administer a portfolio of private client trust structures including relationship management, administration, trust reviews and documentation independently
The Ideal Candidate:
- Min. 8 years of relevant industry experience (business development and marketing with knowledge in trust and fiduciary environment)
- Degree in Accounting, Business Administration, Law or related discipline and ideally TEP qualified
- Fluent English, Mandarin and Cantonese
