Senior Wealth Planning Advisor

We are currently seeking a high caliber professional to join our department as Senior Wealth Planning Advisor . Principal responsibilities

• Develop and maintain close relationship with customers to solicit new trust business.
• Support frontline staff and work closely with different lines of business to identify new trust business opportunities.
• Contribute to the growth of trust business by providing premium trust services and estate administration services.
• Provide professional trust services to customers in setting up the trust structure such as on-boarding the trust clients in accordance with bank policies and conducting legal review of trust documents etc.
• Implement business / pricing strategies as well as keep abreast of the latest market situation and development.
• Train up and raise the professionalism of frontline staff in trust knowledge.
• Participate in any ad hoc project as assigned by the Head of Trust Services from time to time.

Requirements:

University degree in Law, Accounting or related discipline Professional qualification in Society of Trust and Estate Practitioners (STEP) as a MUST. Insurance license (IIQE paper 1-3) would be a benefit Minimum 8 years of experience in trust services with a major bank trustee or an accounting firm with supervisory experience Good knowledge of trust establishment and trust administration. Extensive network in legal, taxation and trust fields. Good relationship management, communication, interpersonal and analytical skills. Strong self-motivation and ability to work under pressure Proficiency in both English and Chinese, with proficiency in Putonghua an advantage High level of customer centricity mindset with dedication to deliver exceptional quality services for customers