Private Client Relationship Builder

4 days ago


Hong Kong Island, Hong Kong SAR China VISTRA Full time
Key Responsibilities

Client Relationship Management:

  • Trust establishment from getting referrals from partners to formally setting up Trust
  • Work together with Trust lawyers and Tax lawyers to facilitate Trust establishment
  • Facilitate to fulfill Trust-related paperwork and documentation
  • Develop and maintain strong long-term key clients' relationships, understanding their needs and expectations, ensuring they are engaged in a professional and timely manner and capture referral opportunities


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