Manager, Trust and Custody Services

Bank of Communications Trustee Limited; Hong Kong Island; On-site; HKD 600,000 - 1,000,000; Full time

Job summary

Bank of Communications Trustee Limited in Hong Kong seeks an experienced trust and custody marketing professional. The role focuses on promoting custody and investor services to financial institutions and corporate clients, handling funds and investment products, and expanding business from existing clients and prospects.

The candidate should have 6+ years in trust and custody marketing, a business/finance degree, and be fluent in English and Chinese with Putonghua, plus proficiency in MS

Qualifications

• Degree holder in business, finance or relevant disciplines.
• STEP, CFP, CFA, FRM is preferable.
• Minimum 6 years of relevant work experience in 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.

Responsibilities

• Achieve Corporate Trust Business goals and explore potential business.
• Promote custody services and investor services to financial institutions and corporate clients in relation to various fund and investment products such as HKSFC authorized fund, Cayman fund, HK OFC fund and HK LPF etc.
• 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.

Skills

MS Office

Chinese word processing

English & Chinese communication

Putonghua

Education

Bachelor's degree in business/finance

Relevant disciplines

STEP/CFP/CFA/FRM preferred

Tools

MS Office

Job description

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