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3 weeks ago

Job Summary

We are seeking a suitable candidate for this position.

  • Minimum Qualification : High School (S.S.C.E)
  • Experience Level : Internship & Graduate
  • Experience Length : No Experience/Less than 1 year

Job Description/Requirements

Responsibilities:

  • Responsible for providing family wealth management and inheritance solutions for high-end customers, including wealth planning, asset allocation, and risk control consulting.
  • According to the needs of target customers, implement the family trust business including customer demand analysis, due diligence, family trust structure and program design, relevant contract formulation, project establishment, etc.
  • Open accounts through the Internet, telephone, and other channels, and maintain high net worth customers.


Requirements:

  • Bachelor's degree or above, finance, economics, law, and other related majors are preferred.
  • More than two years of trust industry experience, or more than three years of financial-related industry experience, able to assume the main management responsibility of trust projects
  • Familiar with the capital market, experience in private equity product sales, and certain experience in developing and maintaining high net worth individual customers or institutional customers.
  • Have good professional ethics and team spirit, a strong ability to work under pressure and communicate.

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