Trust Relationship Manager

  • Competitive
  • Hong Kong
  • Permanent, Full time
  • Fortune Fountain Capital Limited
  • 20 Nov 17 2017-11-20

To provide fiduciary services to mass affluent and high net worth clients

About the Company:

 

Silver Fountain Trust HK Limited (hereinafter "SFT"), a member of Continental Growth Wealth Management Limited (hereinafter "CGWM"), which is a group company of Fortune Fountain Capital Limited (hereinafter "FFCL").

 

CGWM is the high-end private wealth management center of FFCL. Based in Hong Kong and facing clients all over the world, CGWM provides one-stop solutions covering financial and non-financial services. The client-centric business philosophy drives us to satisfy all-round clients' needs, and makes us the best partner helping them to achieve their wealth management goal in a long run. In financial area, the professional services provided by CGWM include insurance broker, legal advisory, tax consultancy, trust services, wealth management. In non-financial area, it includes immigration, overseas real estate, tailor-made travel, corporate jet and many other value-added services.

 

Responsibilities:

  • Responsible for marketing fiduciary services to mass affluent and high net worth clients 
  • Advise clients on the establishment of various types of offshore Vehicles for family and private wealth planning purposes
  • Provide advice on the offshore Structures that help meet client’s need – including asset protection estate and succession planning
  • Co-ordinate client seminars as a guest speaker, in order to further draw attention from potential clients on Trust Services offered by the company
  • Supervise a team of Trust Administration Officers

 

Requirements:

  • With minimum 5 years of working experience in roles of Financial Planning or Wealth Planner, demonstrating strong understanding on offshore Trust Products
  • Bachelor Degree in Law, Finance, Accounting, Economics, Commerce is highly preferred
  • Diploma in International Trust Management by STEP (Society of Trust and Estate Practitioner)
  • Fluent in English, Cantonese and Mandarin (Mandarin speaking is a MUST)

 

Application:

  • Interested parties please provide full resume with current and expected salaries together with availability
  • All information collected will be kept in strict confidence for a period of 24 months and will be used for recruitment purpose only
  • We regret only shortlisted candidates will be informed