General Manager, Trustee Business (Ref. No.: 27879)

Global Executive Consultants Ltd.; Hong Kong; On-site; HKD 1,200,000 - 2,000,000; Full time

Job summary

Global Executive Consultants Limited (GlobalExec) is recruiting a General Manager, Trustee Business for a leading bank in Hong Kong. The role oversees Trustee Services, wealth solutions, and strategic planning to drive growth across the banking group’s trustee portfolio.

You will lead product development, client relations, marketing initiatives and investment advisory services for high-net-worth customers, while liaising with multiple units to expand market share.

Qualifications

• University degree in Business Administration, Finance, Economics or Accounting.
• 10–12 years’ trustee business development and operations experience for high net worth clients in banking/trust sector.
• Experience in private trust, trust marketing and services, client relationship and business development for high net worth customers.
• Strong experience in managing private, charitable and pension funds.
• Excellent bilingual communication in Chinese and English (Cantonese and Putonghua).

Responsibilities

• Develop and enhance Trustee Business and Trustee Services under Retail Banking.
• Oversee Corporate Strategy Planning, Client Segmentation, Business Planning and Strategic Planning for growth.
• Lead Trustee Business Growth, Client Servicing, Marketing, Investment Analysis and Product development.
• Develop new strategic features and insights on asset management and wealth succession solutions.
• Formulate structure and enlargement strategies to grow market share.
• Plan, formulate and implement strategies to drive growth of Business and Products coverage.
• Liaise with business units to enhance marketing programs and broaden customer base and profitability.
• Lead estate planning and investment advisory services to high-net-worth clients.
• Oversee general trust and structuring advisory services to clients.
• Lead a trust marketing team to achieve sales targets and objectives.
• Establish and manage Private Trust, Charitable Trust and Pension Funds.

Skills

Interpersonal skills

Communication skills

Chinese & English

Cantonese & Putonghua

Education

Business/Finance degree

Job description

General Manager, Trustee Business (Ref. No.: 27879)

Our client, a Leading Bank, is looking for high-caliber person to fill the position.

Responsibilities:-

Fully responsible for the development and enhancement of Trustee Business and Trustee Services under Retail Banking Section for the Banking Group

Oversee Corporate Strategy Planning, manage and develop Client Segmentation, Business Planning and Strategic Planning for the dynamic business growth of coverage in Trustee Business

Lead and manage Trustee Business Growth, Client Servicing, Marketing, Investment Analysis, Product

Development functions

Develop new Strategic Features and Insights on asset management and wealth succession solutions

Formulate and set up the departmental structure and relevant business enlargement in market share

Plan / Formulate / Implement strategies and initiatives to drive the growth of Business and Products coverage

Liaise with various business units to enhance effectiveness of marketing programs and develop marketing solutions for enlarging customer base and profitability

Lead and manage estate planning suggestions and investment advisory services to high-net worth customers

Lead and manage general trust and structuring advisory services to new and existing clients

Lead a trust marketing team in achieving pres-set sales targets and objectives

Establish and manage Private Trust, Charitable Trust and Pension Funds

Requirements:-

University Degree holder in Business Administration, Finance, Economics, Accounting

10 – 12 years’ experience in Trustee Business Development and Business Operation to high net worth

customers in Banking / Trustee Sector is a MUST

Proven experience in Private Trust Business, Trust Marketing and Services, Customer Relationship and

Business Development to high net worth customers

Strong Experience in the Business Management of Private Trust, Charitable Trust and Pension Funds

Self-initiative, independent with good interpersonal and communication skills

Able to exercise judgment, work under pressure and liaise effectively with the business and supporting units

Excellent command of spoken and written Chinese and English including Cantonese and Putonghua

Company Overview

Global Executive Consultants Limited (GlobalExec) is one of the most successful and fast growing total human resources solution providers in Asia. We specialize in industries including Banking & Finance, Information Technology, Commerce, Retails, FMCG and Luxury etc. We work with many leading reputable Banks, Financial Institutions and many Multinational Corporations. Our Consultants are all experienced professionals in specialized industries that possess strong business acumen and commercial awareness, hence able to deliver our best practice at all time.

Address: Suite 602-3, 6/F, Wing On Centre, 111 Connaught Road Central, Hong Kong

For other vacancies, please visit our website at https://www.globexec.com/en/job-seeker/job-opening