General Manager, Trustee Business

General Manager, Trustee Business (Ref. No.: 27879)

Our client, a Leading Bank, is looking for high-caliber person to fill the position.

Job Duties

• Fully responsible for the development and enhancement of Trustee Business and Trustee Services under Retail Banking Section for the Banking Group
• Oversee Corporate Strategy Planning, manage and develop Client Segmentation, Business Planning and Strategic Planning for the dynamic business growth of coverage in Trustee Business
• Lead and manage Trustee Business Growth, Client Servicing, Marketing, Investment Analysis, Product
• Development functions
• Develop new Strategic Features and Insights on asset management and wealth succession solutions
• Formulate and set up the departmental structure and relevant business enlargement in market share
• Plan / Formulate / Implement strategies and initiatives to drive the growth of Business and Products coverage
• Liaise with various business units to enhance effectiveness of marketing programs and develop marketing solutions for enlarging customer base and profitability
• Lead and manage estate planning suggestions and investment advisory services to high-net worth customers
• Lead and manage general trust and structuring advisory services to new and existing clients
• Lead a trust marketing team in achieving pres-set sales targets and objectives
• Establish and manage Private Trust, Charitable Trust and Pension Funds

Job Requirements

• University Degree holder in Business Administration, Finance, Economics, Accounting
• 10 – 12 years’ experience in Trustee Business Development and Business Operation to high net worth
• customers in Banking / Trustee Sector is a MUST
• Proven experience in Private Trust Business, Trust Marketing and Services, Customer Relationship and
• Business Development to high net worth customers
• Strong Experience in the Business Management of Private Trust, Charitable Trust and Pension Funds
• Self-initiative, independent with good interpersonal and communication skills
• Able to exercise judgment, work under pressure and liaise effectively with the business and supporting units
• Excellent command of spoken and written Chinese and English including Cantonese and Putonghua