Director, Private Client Services
ENVISION HUMAN CAPITAL ADVISORY SERVICES LIMITEDChai wanUpdate time: March 1,2020
Job Description

Our client is a leading international professional services firm with more than 120 offices around the globe.  Their expert accountants, corporate secretarial, HR and wealth management professionals are located around the world, enabling their customers to operate their corporate structures, finance vehicles and investment funds in different geographical locations.  To cope with the continuous growth of their business, their Asia Pacific regional office is now seeking for a Director for their Private Client Services team.

Based in Hong Kong and report directly to Head of Wealth Management, the selected candidate will provide high quality services to establish and manage onshore corporate entities to client structures with timeliness and efficiency. He/she will contribute towards the operational strategies, financial planning and development of larger structures for high net worth trust and fiduciary clients.

Key Responsibilities:

  • Manage key client portfolio and relationship with high net worth clients.
  • Maintain and build close relationships with clients and intermediaries.
  • Work closely with the Trustee Operations Team and other stakeholders.
  • Drive initiatives and activities to develop, maintain and strengthen relationships with key clients and intermediaries.
  • Understand the market trends and regulatory changes from time to time and with timely feedback to clients and Trustee Team.
  • Achieve departmental targets and develop new business across multiple products and services.
  • Manage all aspects of sourcing and developing new relationships in order to expand private client group.
  • Provide efficient and quality services, liaise with clients, agencies and professional advisers as required in accordance with legislation.
  • Ensure new clients’ business is thoroughly researched and that the clients’ requirements are well understood.
  • Attend meetings with clients and professional intermediaries both locally and in other locations.

 

Key Requirements:

  • Degree in business related discipline, or other relevant disciplines.
  • Completed relevant professional qualification: ICSA / STEP / ACCA or Law
  • At least 12 years of progressive experience in Sales or Business Development of financial products and services.  
  • Well versed in Trust Management preferably in financial institutions, trust companies or professional firms. 
  • Experience in managing Private Trust / Family Trust is vital for success in this position.
  • Proactive, result-oriented with excellent interpersonal skills.
  • Strong business acumen with good networking skills.
  • Excellent command of written and spoken English and Mandarin.

 

Interested parties please send your full resumes in confidence quoting the reference number “EHCAS – 2211181”.  All the information received will be kept in strict confidence and solely for recruitment purpose.

Get email alerts for the latest"Director, Private Client Services jobs in Chai wan"