Family Trust Broker
25000 CNY~30000 CNY/Per month
Full-time
3~5 years
Refresh at 7 months ago
220 Views
5 Apply
Singapore, Malaysia
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Job responsibilities
1. Responsible for providing high-end clients with family wealth management and inheritance solutions, including wealth planning, asset allocation and risk control consulting work.
2. Completed the implementation of family trust business according to the needs of target customers, including customer demand analysis, due diligence, family trust structure and scheme design, formulation of related contracts, project establishment, etc.
3. Account opening and maintain high net worth customers through Internet, telephone and other channels.
Job Requirements
Job responsibilities:
1. Bachelor degree or above, major in finance, economics, law or related field is preferred.
2. Have more than two years of trust experience, or more than three years of financial related experience, with the ability to undertake the main management responsibilities of trust projects.
3. Familiar with the capital market, have experience in the sale of private equity products, have certain experience in the development and maintenance of high net worth individual customers or institutional customers.
4. Have good professional ethics and team spirit, strong ability to work under pressure and communication skills.
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