linkedin

Connecting...

W1siziisimnvbxbpbgvkx3rozw1lx2fzc2v0cy9hcxvpcy1zzwfyy2gvanbnl2fxdwlzlxn1yi5qcgcixv0

Jobs

Relationship Management Senior Associate

Job Title: Relationship Management Senior Associate
Contract Type: Permanent
Location: Hong Kong
Reference: 6_121018
Contact Name: Peggy Khoo
Contact Email: peggykhoo@aquissearch.com
Job Published: October 12, 2018 13:00

Job Description

Responsibilities:

  • Accountable for ensuring effective administration of all/a portfolio of personal trust accounts – estates, trusts, investment administration within the regional market
  • Reviews trust agreements in setting up accounts to determine fiduciary responsibilities
  • Primary relationship manager for a portfolio of accounts
  • Develop strong internal and external networks and referral sources
  • Develop and implement strategies to increase the scope of services to existing and potential clients
  • Accountable for meeting or exceeding the regional client experience standards for trust and estate administration, investment administration etc
  • Perform CDD/KYC on trust structures for clients on-boarding, not limited CDD checklist, KYC processes and FATCA when necessary

Requirements:

  • Degree in banking, finance, accounting, business, mathematics, sciences, or related discipline or any other relevant professional certifications such as society of trust and estate practitioners (STEP)
  • Min. 3 years of working experience in mutual funds, unit trusts trustee, corporate services, fiduciary, professional firm, banking

Get similar jobs like these by email

By submitting your details you agree to our T&C's