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Private Wealth Associate

2 weeks ago

Hong Kong Island, Hong Kong SAR China Projob21 Ltd. Full time
Job Duties
  • Oversee daily trust activities, ensuring seamless execution and timely completion of tasks.
  • Conduct thorough reviews of trust and KYC documents to guarantee compliance adherence.
  • Foster strong relationships with clients, providing regular updates and addressing their concerns.
  • Coordinate with internal and external stakeholders to facilitate effective communication and collaboration.
  • Prepare comprehensive trust documents, adhering to regulatory requirements and industry standards.
  • Address inquiries from high-net-worth individuals in a prompt and professional manner.
  • Manage life insurance cases for ultra-high net worth clients in the Greater China region.
  • Serve as a liaison between insurance companies, private bankers, and clients, ensuring smooth transactions and relationships.
Requirements
  • Degree in law, accounting, or business-related field.
  • Minimum 4 years of experience in Private Wealth Management/trust companies.
  • Prior experience in customer service or administrative roles desirable.
  • Proficient in MS Excel.
  • Excellent communication and interpersonal skills.
  • Ability to work efficiently under pressure and maintain high accuracy standards.
  • Fluency in English and Chinese (spoken and written).]