Trust Relationship Manager
22 hours ago
**Job description**:
1. Responsible for the establishment and survival management services of overseas trusts;
2.Assist in the construction of the overall structure of the trust sector, specifically responsible for the expansion of trust projects, continuous follow-up services, etc.;
3. Responsible for collecting market information and customer needs, conveying the company's product and service information to customers, and understanding the basic information of secretarial services registered and maintained by overseas companies.
4. Actively carry out communication and coordination with relevant teams, analyze market changes and customer needs in the region and put forward effective suggestions to promote the realization of the company's strategy.
5. Develop new trust business through external transferors such as lawyers, accountants, etc.
1.负责海外信托的设立及存续管理服务;
2.协助信托板块整体架构的搭建,具体负责信托项目的拓展、持续跟进服务等;
3.负责收集市场信息与客户需求,向客户传递公司产品与服务信息,了解海外公司注册及维护的秘书服务基本信息
4.积极开展与相关团队的沟通协调,对本区域的市场变化客户需求等情况进行分析并提出有效建议,促进公司整体战略的实现。
5. 透過外部轉介方例如律師、會計師等開拓新信託業務。
**Job requires**:
1. Bachelor's degree or above from a famous school, more than 5 years of trust management experience:
2. Familiar with the various processes of trust business, have the professional ability to independently undertake family trust projects, and have professional knowledge in legal foundation, risk management, fiscal planning, investment and financial management related to family trust;
3. Have a clear career development plan and long-term goals, and have a strong interest in trust business:
4. Have a sense of service, teamwork spirit and sense of responsibility, strong stress resistance and good communication
5.Fluent in English and Chinese, written and spoken
**任职资格**:
**1.名校本科及以上学历,5年以上信托管理经验**:
2.熟悉信托业务各流程环节,具有独立承做家族信托项目的专业能力,具备家族信托相关的法律基础、风险管理、财税筹划、投资理财等方面专业知识;
**3.有清晰的职业发展规划及长期目标,对信托业务有浓厚兴趣**:
4.具有服务意识、团队合作精神与责任心,抗压能力和沟通能力强
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