Family Trust Broker

Responsibilities:

• Providing family wealth management and inheritance solutions to high-end customers, including wealth planning, asset allocation, and risk control consulting work.
• Complete the implementation of the family trust business based on the needs of target customers, including customer demand analysis, due diligence, family trust structure and plan design, relevant contract formulation, project approval, etc.
• Expand accounts through the Internet, telephone, and other channels, and maintain high-net-worth customers.

Requirements:

• Bachelor's degree or above, majoring in finance, economics, law, and other related majors are preferred.
• Have more than two years of trust experience, or more than three years of financial-related experience, and be able to assume the main management responsibilities of trust projects.
• Familiar with the capital market, have experience in selling private equity products, and have certain experience in developing and maintaining high-net-worth individual clients or institutional clients.
• Have good professional ethics and team spirit, overcome work pressure and communication skills.