WEALTH MANAGEMENT & TRUST MANAGER

Job Duties
• Develop & Manage wealth management & trust advisers team and build a strong sense of team spirit to increase the team loyalty
• Arrange professional training for the team
• Design & Implement marketing program in order to achieve KPI

Requirement
 Bachelor's degree or equivalent experience, preferably in banking, finance,
business or a related discipline.
 With minimum 3 years of business development & marketing experience,
preferably in financial services or related industry.
 Strong analytical, problem-solving skills and able to manage confrontational
issues.
 Qualifications of IIQAS are required; CFP/CFA qualifications will be an advantage.
 Good level of competence in English, Cantonese and Mandarin are preferable.
 Strong knowledge of wealth management products.
 Excellent customer service skill and mindset.