Trust Relationship Manager will be responsible for a portfolio of trusts and/or companies structures.
Main Duties
· Responsible for managing client relationships for the structures under care.
· Attend to clients’ matters promptly and provide solutions to clients’ queries
· Responsible for daily administration of trust and/or companies, including but not limited to preparing letter of requests pertaining to account opening, insurance transfer/purchases, property transfer/purchases etc, revocation, termination, and preparing trust review packs for clients meeting, reviewing and/or revising of letter of wishes, appropriate trustee and company minutes and resolutions
· Review and approve periodic reviews, investment review and transaction reports prepared for structures under care
· Conduct trust review with clients and explore room for assets consolidation
· Attend client meetings independently for structures under care or with team head for complex structures, where applicable.
· Interact and liaise with private bankers, intermediaries and clients on trust and/or company matters
· Participation in ad-hoc projects
· Act in accordance with core values (Lasting Value, Integrity, Forward-looking, Respect, Responsibility) of the organisation and demonstrate the highest standards of business and personal conduct.
Requirements
· Min 5 - 8 years of trust relationship and administration handling experience
· Familiar with local governing trust laws and regulations; and standard AML policies and requirements by Financial Institutions.
· Strong communication and interpersonal skills
· This role involves regular communication with a mix of clients who speak Mandarin and hence requires handling of documents and email communication written in Chinese.
· Proficiency in Cantonese is an advantage for engaging certain client segments, but it is not compulsory.
· Able to work with little supervision, and has initiative to complete work independently
· Manage clients’ expectations and suggest /provide solutions
· Good time management and organizational skills.
· Eye for details and able to manage multiple priorities.
· Team player
· STEP or a WMI qualification preferred
