Manager, Trust and Custody Services

Bank of Communications Trustee Limited

Hong Kong

Sur place

HKD 500 000 - 900 000

Plein temps

Il y a 8 jours

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Résumé du poste

Bank of Communications Trustee Limited in Hong Kong seeks an experienced trust marketing professional to promote custody and investor services to financial institutions and corporate clients across a range of fund products. The role focuses on growing business from existing clients and prospects and maintaining strong client relationships.

The ideal candidate has at least six years in trust and custody marketing, strong MS Office skills, fluency in English and Chinese, Putonghua as a must, and

Qualifications

  • Degree in business, finance or related disciplines is required or preferable.
  • Certifications STEP/CFP/CFA/FRM are advantageous.
  • Proficient in MS Office and Chinese word processing.
  • Fluent in English and Chinese (speaking and writing); Putonghua is a must.

Responsabilités

  • Achieve corporate trust business goals and explore potential business.
  • Promote custody and investor services to financial institutions and corporate clients for various funds and investment products.
  • Actively generate and grow business from existing clients and potential prospects.
  • Manage, develop and retain client relationships in a professional manner.
  • Perform ad-hoc projects as assigned.

Connaissances

MS Office
Chinese word processing
English
Putonghua

Formation

Degree holder in business, finance or relevant disciplines
Certifications: STEP, CFP, CFA, FRM preferable

Description du poste

Achieve Corporate Trust Business goals and explore potential business

Promote custody services and investor services to financial institutions and corporateclients in relation to various fund and investment products such as HKSFCauthorized fund, Caymanfund, HK OFC fundand HK LPFetc.

Actively generate and grow business both from existing clients and potential prospects

Manage, develop and retain client relationship in a professional manner

Perform ad-hoc projects as assigned

Requirements:

Degree holder in business, finance or relevant disciplines; STEP, CFP, CFA, FRM is preferable

Minimum 6years of relevant work experiencein trust and custody marketing

Proficient in MS Office and Chinese word processing

Fluent in both written and spoken English and Chinese, Putonghua is a must

Occasionally Travel is required

Immediate availability is highly preferred

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Your application will include the following questions:

  • Which of the following statements best describes your right to work in Hong Kong?
  • What's your expected monthly basic salary?
  • What is your highest level of education?
  • How would you rate your Cantonese language skills?
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