Private Client / Trustee Services - Director / Senior Manager
TMF Hong Kong Limited
- Company Industries：General Business Services
Job Information
- Post Date：2022-09-27
- Career Level：Senior
- Location：Causeway Bay
- Yr(s) of Exp：10 years
- Qualification：Degree
- Employment Type：Full Time
- Job Function：Banking / Finance Financial Services Equities / Capital Markets Wealth Management
- Benefits：Dental insurance, Double pay, Life insurance, Medical insurance, Performance bonus, Travel allowance, Work from home, Five-day w
Job Description
Job Purpose:
Provide high quality services required to establish and manage onshore corporate entities to client structures with timeliness and efficiency. Contribute towards the operational strategies, financial planning and development of larger structures for high net worth trust and fiduciary clients.
Key Responsibilities:
- Manage key client portfolio, maintain and build close relationships with high net worth clients
- Drive the initiatives with Managing Director and Global Sales Team to establish intermediate relationships network in Hong Kong and Asia Pacific
- Support Trust Manager to drive initiatives and activities (e.g. Rugby 7, cocktails, etc.) to develop/ maintain/ strengthen relationships with key clients and intermediaries
- Coach the team members to strengthen the relationships with clients and intermediaries to achieve departmental targets
- Develop new business across multiple TMF products and services
- Manage all aspects of sourcing and developing new relationships in order to expand our private client group
- Ensure the provision of an efficient and quality services, liaising with clients, agencies and professional advisers as required in accordance with legislation
- Ensure that new client business allocated to the job holder is thoroughly researched and that the clients’ requirements are understood
- Attend meetings with clients and professional intermediaries both locally and in other locations
Key Requirements:
- Degree in business related discipline, or demonstrate equivalent relevant experience
- STEP qualification holder is a added advantages
- 10-12 years of relevant experience preferably in financial institutions, trust companies or professional firms
- In depth experience in sales of financial products and services
- Excellent command of written and spoken English and Mandarin
- Proactive, result-oriented with excellent interpersonal skills
- Strong business acumen
We offer competitive remuneration package including
- 13-month salary + discretionary bonus
- Professional membership sponsorship
- hybrid working arrangement & work life insurance
- Study and examination leaves
- Dental and medical coverage
Company Info
TMF Group is a leading provider of global business services to clients operating and investing across Asia, Africa, Europe, Middle East and the Americas. We focus on providing specialised and business-critical financial and administrative services that help our clients to operate their corporate structures, finance vehicles and investments in different locations.
Our core services can help companies of all sizes with HR and payroll, accounting and tax, corporate secretarial, international structuring and structured finance – whether a company wants to globalise, or whether they need support to streamline existing operations.
With operations in more than 80 countries, TMF Group is the global expert that understands local needs. We can provide you with a single point of contact to coordinate the day-to-day management of your externalised operations, and help to ensure clear communication across multiple jurisdictions. Global reach, local knowledge: helping you do business seamlessly across borders.
To learn more about TMF Group, please visit our website at www.tmf-group.com. If you are interested in taking the challenge and opportunity, please send your full resume in Word Format with current and expected salary to [email protected].
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