佛山招聘

Key Responsibilities

Management

• Development and implementation of the trust business strategy in conjunction with Senior Management Team
• Decision-making at management and board meetings on client, operational, technical, risk, compliance and financial issues

Client Relationship Management

• Primary 90% Wealth Planning, Trust Marketing and Sales, Trust Establishment and 10% Trust Relationship Management with existing clients
• Develop and maintain strong long-term key clients’ relationships, understanding their needs and expectations and ensuring they are engaged in a professional and timely manner
• As a senior point of contact, face to face, verbal and written communication with clients, trust related parties and advisers on the most complex issues, in a professional and timely manner
• In-depth knowledge of clients’ wealth and family circumstances being a source of informal advice for trust related parties, clients and team members while obtaining formal advice for clients where required
• Maximize client retention
• Trouble-shooter, identifying and rectifying problems at an early stage
• Development of additional business with the client and their wider network, as appropriate, for wider Group

Financial Management

• To deliver or exceed allocated New Business Revenue budget
• To preserve and grow income in the team and wider business, negotiating fees as appropriate
• Promote responsible and reasonable charging of time to clients, ensuring chargeability targets are met
• Responsible for providing timely client information to Senior Management Team as required for management purposes

Risk Management/Compliance

• Responsible for all administration, risk and compliance matters relating to the team’s administration of its clients, in accordance with the policies and procedures manual and in association with other relevant departments
• Ensure licensed Vistra entities remain compliant with prevailing local and international legislation
• Promote an effective AML/CFT culture as described above within the team
• Attendance at ad hoc meetings as required. Consider and sign-off trustee decisions within agreed parameters

People and Operational Management

• Coordinate subordinates in prioritising and delegating workflows and ensure effective utilisation of all staff in the team
• Oversee and monitor any delegated work to ensure that it is handled in a timely, accurate and appropriate manner
• To maintain own fiduciary specialist knowledge as well as knowledge of products and those of the intermediary/wealth management market in general
• Promote the development of talent within the team by coaching and mentoring team members

Requirements

• Ability to identify client needs and market trends
• Strong communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format
• Self-motivated and ability to think outside the box to solve client’s issues
• Lead by example to supervise, motivate and develop a team
• Strong technical knowledge of all aspects of trust and company administration including tax law
• Minimum 3-5 years relevant working experience, preferably in professional or financial services industry
• Previous business development experience and proven track record of meeting and exceeding sales targets
  
• Minimum tertiary degree preferably in law
  ? STEP Diploma in International Trust Management/ STEP qualified
  ? Proficiency with MS Office Suite
  ? Professional proficiency in oral and written English and Chinese (Mandarin) is a must
  

作为全球四大企业服务供应商之一,瑞致达是一个由专业人才组成的多元化集团,致力为客户提供独特而广泛的服务和解决方案。我们的服务范围覆盖从全球公司注册到信托、受信及基金行政管理服务等多个领域。
我们于逾40个司法管辖区拥有超过2,500名专才,网络遍布美洲、泛太平洋、中东地区和欧洲。
自2007年在上海设立首家办公室,瑞致达就开始进军中国市场,上海作为在中国的总部,随后又在北京、广州和深圳设立办公室,共有超过160名人才提供专业服务。
进入中国市场伊始,我们的核心业务以OIL的品牌运营,OIL是一家业务遍及全球司法管辖区,于全球公司注册、公司成立和成立后技术服务支援领域内的可信赖领导者。经过不断的发展,品牌和业务延伸至瑞致达(Vistra),为高净值客户和跨国企业提供量身定制的信托、受托、基金和企业服务。此外,我们深耕中国的专业团队还为进入中国市场拓展业务的外国企业或企业家提供解决方案。

Ranked among the top four corporate service providers globally, Vistra is a versatile group of professionals, providing a uniquely broad range of services and solutions. Our capabilities span across international incorporations to trust, fiduciary, and fund administration services.
The firm employs over 2,500 professionals in over 40 jurisdictions throughout the Americas, Pan Asia Pacific, Middle East, and Europe.
Vistra entered the China market in 2007 with the opening of our first office in Shanghai, which is now the headquarters for our China operations. With over 160 staff, we also have offices in Beijing, Guangzhou, and Shenzhen.
Since entering China, our core service offerings under the OIL brand have specialised in international incorporations and on-going support services targeting corporate service providers. Over the years we have extended our scope under the Vistra brand to provide tailored trust, fiduciary, fund, and corporate services for high net worth individuals and multinationals. In addition, we also have a dedicated team qualified to provide solutions and support to entrepreneurs and corporates expanding their business into China.