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Junior Trust Manager
2 weeks ago
**_Key Responsibilities: _**
- Negotiate trust needs with customers, conduct KYC audits on customers, build a trust framework, formulate trust plans and explain the plans to customers;
- Modification and review of trust legal documents, including trust deeds, letters of wish and other documents;
- Responsible for the issuance and review of trust-related documents such as asset distribution documents, letters of wish, and subscription of new investment products for clients.
- Liaise with external lawyers to complete the modification and formulation of relevant legal documents;
- Complete the annual review of the trust, regular return visits to customers and trust annual audit review;
- Maintenance of external partner relationships (banks, law firms)
**_Requirements: _**
- More than 3 years trust-related working experience in an offshore trust company; or those who have been engaged in trust-related service consulting in a law firm will be given priority.
- Professional mastery of Trust Admin work, good at communicating effectively with high-net-worth clients, good presentation and training skills, deep understanding of the functions of family trusts and insurance, and understanding of various investment products and asset allocation ;
- Fluent in English, overseas study experience is preferred;
- Have excellent logical analysis ability, high market sensitivity, good management and communication skills