Our client is an independent trust company is seeking a senior manager to join their trust team.
Responsibilities:
- Acquire, onboard, and grow relationships with HNW/UHNW clients
- Deliver tailored wealth solutions covering investments, tax, estate, and global real estate
- Oversee client portfolios with investment, operations, compliance, and product teams
- Leverage internal and external resources to provide integrated, one-stop solutions
- Ensure strict compliance with KYC/AML and uphold the highest ethical standards
- Maintain proactive client engagement with regular reviews and market updates
Requirements:
- Minimum 5 years relevant experience in WM/PB/TM, Proven track record, knowledge of compliance regulatory frameworks.
- Excellent interpersonal and communication skills
- Proven ability to build client relationships and deliver service excellence, strong analytical skills to expand client base and boost sales performance.
- A Bachelors degree with STEP qualifications preferred.
- Proficiency in Mandarin is an asset
