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An established industry player is seeking a seasoned professional to lead their marketing management for domestic and overseas family trusts. This role involves providing comprehensive trust establishment and management services, alongside overseeing company registration and maintenance for clients. With a focus on achieving team performance goals, the ideal candidate will possess over 10 years of experience in trust management and a strong understanding of financial products. Join a dynamic team where your expertise in risk management and asset allocation will drive success and foster long-term client relationships in the trust business.
Scope of Responsibilities:
1. Be in charge of the marketing management business of domestic trusts related to internal referrals in global financial management, as well as the establishment and ongoing management services of overseas family trusts.
2. Provide overseas family trust establishment and subsequent ongoing management services for self-developed customers.
3. Provide customers with overseas company registration and maintenance secretarial services.
4. According to the goals set by the department, plan the annual business promotion plan for the team under management, and be responsible for achieving goals such as team performance.
Qualifications:
1. A bachelor's degree or above from a prestigious university, with more than 10 years of working experience in trust management.
2. Be familiar with all process links of trust business, possess the professional ability to independently undertake family trust projects, and have professional knowledge in aspects such as the legal basis, risk management, fiscal and tax planning, and investment and financial management related to family trusts.
3. Have rich experience in financial asset allocation, be familiar with the knowledge of various financial products, and those with experience in family offices will be given priority.
4. Have a clear career development plan and long-term goals, show a strong interest in trust business, and have a high stress tolerance.