Company Description
Hong Kong Fiduciary Advisory (M) Sdn Bhd. HKFA Group is headquartered in Hong Kong specializing in private trust services, with presences of 6 branches offices in Malaysia, China (Shanghai & Shenzhen), Taiwan, Dubai and Switzerland.
Role Description
- Provide trust servicing insights and cater for clients existing and future funding requirements.
- Ensure the transactions or businesses comply with internal and external regulatory framework/guidelines/policies/procedures.
- Responsible for building relationships and networking with existing and new clients.
- To grow a clientele base using internal referrals, clients referrals, marketing leads and self- generated leads, while maintaining a high standard of service quality and compliance in our industry
- Be proactive to update clients on important matters and events such as news, and newsletter that might affect the relationship
- To build and deepen client relationships and cross service based on clients needs.
- To give presentations to clients and work partners.
- Assist in carrying out servicing tasks to meet company objectives, milestones and timelines.
- Share knowledge, skills and experience with team members to guide and assist team development.
- Manages, acquires, grows, and deepens business partners relationships through effective relationship management and total financial solutions.
- To give servicing presentations to clients and business partners.
Qualifications
- Candidate must possess at least a Bachelor's Degree/Post-Graduate Diploma/Professional Degree in Finance/Accountancy/Banking or equivalent.
- Preferably manager specialized in Banking/Financial Services or equivalent.
- Strong network of high net worth and ultra high net worth (UHNW) clientele.
- At least 5 Year(s) of working experience in the related field is required for this position.
- Required Skill(s): Sales and Communication.
- Required language(s): English, Mandarin & Japanese (added advantage).
