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Senior Manager of Wealth Management (Trust)

Harbridge Partners Limited

  • Company Industries：Human Resources Management/Consultancy

Job Information

  • Post Date：2022-09-22
  • Career Level：Senior
  • Location：Central & Western Area
  • Yr(s) of Exp：5 years
  • Qualification：Degree
  • Employment Type：Full Time, Permanent
  • Job Function：Accounting  Others  Sales  CS & Business Devpt  Business Development  Banking
  • Benefits：Dental insurance, Medical insurance, Performance bonus, Five-day work week

Job Description

About our client
Our client is a trust company with impressive track record, which offers a wide range of wealth management and financial planning services.
Job Highlights
-          5 + years of relevant experience in trust industry
-          Establish a long-lasting relationship with our potential customers
-          Exposure to HNW clients and gain connections
Job Description
-          Working closely with frontline service team to deliver our value-added services to targeted clients
-          Collaborating with internal & external stakeholder to deal with customers’ requests
-          Supervising daily administrative of trust portfolio and conduct regular review on trust products to guarantee the offering of professional services
-          Supporting the development of new trust products and propose effective business planning
-          Perform ad-hoc projects as required
Requirements
-          Degree holder in law, accounting, or business-related disciplines with professional qualification such as STEP, CPA, ACIS
-          5 years or above industry experience in trust set-up and operations
-          Strong leadership, detail minded with excellent communication skills
-          Fluent in both written and spoken English and Chinese, Putonghua is necessary
-          Proficient in MS office and Chinese Word Processing

 Please send CV to 

CV [@]  harbridgepartners [dot] com

Keywords: STEP, CPA, Degree, Senior level, trustee, trust services, trust admin and sales, asset management, banking, HNW clients, MPF, professional services, product development, team management, Mandarin, Hong Kong

Company Info

About Harbridge Partners Limited

HARBRIDGE PARTNERS is a boutique, executive search and human capital consultancy firm.

We are an Asia-based, premier human capital consultancy and recruitment specialist in the  Legal, Tax, Compliance, Risk, Audit, Internal Audit, Corporate Governance, Infrastructure (Middle Office), Information Security/ Technology and Sales & Marketing, fields.

Due to client requests, we launched our Private Banking / Private Wealth Management Division, servicing all levels of requirements from  Private Bankers, Wealth Planners, Tax Consultants to Portfolio Managers, Credit Specialists and support staff.

Our front-line  Sales & Marketing Practice, is now headed by an ex-investment banker.

Our Legal, GRC (Governance, Risk and Compliance) and Internal Audit Practice is managed by a multi-award winning specialist Legal and Compliance Recruitment Consultant, with over 14 years specialist experience recruiting in these araes.

The founding members have over 35 years relevant executive search and direct industry experience within our specialist industry sectors. We believe we are one of the very few- if not the first, specialist Corporate Governance and Private Banking / Wealth Management recruitment firm comprised of top ex-industry professionals or experienced recruitment specialists specifically focussed on the Asia Pacific. 

We assist our global and local clients in Asia with identifying, developing and recruiting the world’s top talent, exclusively for the fast growing markets of the Asia Pacific regions.

Most of our consultants are multi-lingual and speak fluent English as well as another Asian Language.

HARBRIDGE PARTNERS believe in developing long term relationships through open communication, trust and good, honest, ethical hard work as the foundation of our recruitment practices.

Our consultants have won industry recongnition in their specialist areas, for example such as The Asiamoney Polls.

We hope that you will find our market knowledge, professionalism and personal approach, a refreshing change. 

To better serve our clients, we have plans to launch our Singapore and Shenzehn offices soon. If you are a recruitment consultant, looking for a truely international working environment and a total commitment to Asia, please do get in touch.

HARBRIDGE PARTNERS - Delivering Unparalleled Talent

www.harbridgepartners.com

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