Relationship Manager (Private Banking - Family Trust Business)

Responsibilities:

• Identify and pursue new client opportunities while providing expert guidance and tailored recommendations to clients on wealth management and other financial matters
• Assist in the establishment, administration and ongoing operation of family trusts  to ensure full compliance with legal and regulatory requirements
• Act as the main liaison with external auditors, tax advisors, trustees, and lawyers, ensuring smooth communication and cooperation
• Undertake ad-hoc duties as assigned, responding flexibly to evolving needs and contributing to the overall success of the department

Requirements:

• Degree holder or above in Accounting, Finance, or Business/related discipline or equivalent qualifications at HKQF level 5.
• Minimum 5 years’ solid experience in related fields, demonstrating a strong background in investment management
• Prior exposure in family office business with hands-on experience in family trust business development and administration is highly preferred
• Good communication, interpersonal and relationship management skills
• Proficiency in both written English and Chinese, fluency in Putonghua and other dialects is an advantage
• Qualified under SFO for carrying out Regulated Activities Type 1, 4 and qualified as MPF and Insurance Intermediaries is a must.