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Jobs 


Estate Planner, AVP/ VP
REF: 2687
Post Date: July 16, 2010
  • Leading Private Bank
  • Excellent Career Opportunity
  • Our client is a leading private bank with an unparalleled reputation across the Asia Pacific region. It provides companies, institutional clients and high-net-worth clients with investment banking, private banking and asset management services worldwide. With the continued growth of the organization, the need has arisen to recruit outstanding candidate to join them.

    Responsible for providing tailor-made and value-added fiduciary structuring services to top-tier private clients in North Asia. To ensure superior client service through regular meetings, research and consultation whilst achieving designated business targets. Ability to work independently and coordinate with business partners (e.g. Trustee Companies and Insurance Brokers) on complicated succession planning structures. Other key aspects of this role include generating new estate planning product ideas and managing successful product launches within Asia. Organize and/or conduct product training to Private Bankers & support staff. Travelling is essential.

    To be considered, you will be a university graduate with a minimum of 5 years Trust & Fiduciary structuring experience. Professional background preferred. Member of Society of Trust & Estate Practitioners (STEP). Good understanding of various succession planning tools and universal life insurance scheme. Strong team player & excellent customer servicing skills. Fluent Mandarin is essential.

    Industry : Banking and Financial Markets
    Exp Yr : 6 - 7 years
    Job Type : Permanent

    Contact
    Kelly Kam

    Telephone : 2838 8886
    E-mail address : kkam@ric.com.hk