Responsibilities:
- Provide High Quality Wealth Planning Services to HNW Clients
- Work with RM's to build and maintain client relationships
- Build relationships with intermediaries
- Generate and prospect leads from the bank
Requirements:
- Minimum 8 years related experience
- Knowledge within Trust, Estate and Insurance Advisory
- Experience servicing HNW clients
- Understanding of Trust & Fiduciary Sales
- Excellent communication and interpersonal skills
- Travel will be required
- Fluent in English, Cantonese and Mandarin
This is a confidential search, for more information please apply and I will be happy to get in touch to discuss further!
