Head of Trust (Responsible Officer)

Posted 12 August 2023
Salary HKD1200000 - HKD1600000 per annum
Job type Permanent
DisciplineFinancial ServicesInsurance & Insuretech
ContactAlvin Tang

Job description

Head of Trust (Trust Responsible officer) 

Job Summary:
Our client is seeking a dynamic and experienced Head of Trust to oversee the trust department of our international brokerage company in Hong Kong. The successful candidate will be responsible for managing and maintaining a portfolio of high net worth individuals' trusts, ensuring compliance with legal and regulatory requirements, and driving the growth of the trust business. The Head of Trust will also be expected to provide strategic leadership to the sales team, establish strong relationships with clients, and deliver excellent customer service.

Job Responsibilities
  • In charge of the marketing and management business of domestic trusts referred by domestic and international financial management, and the establishment and continuation management services of overseas family trusts;
  • Provide overseas family trust establishment and follow-up management services for clients;
  • Provide clients with overseas company registration and maintenance secretarial services;
  • Plan the annual business promotion plan of the team under its jurisdiction, and be responsible for the team's performance and other goals.

  • Bachelor's degree in finance, business administration, or a related field from a prestigious school. A professional qualification such as CFA, CFP would be advantageous.
  • Minimum of 10 years of experience in trust management, preferably in a senior management role within the financial services industry 
  • Strong knowledge of trust laws, regulations, and fiduciary responsibilities in Hong Kong and other relevant jurisdictions.
  • Proven track record in managing high net worth individuals' trust portfolios and driving business growth.
  • Rich experience in financial asset allocation, familiar with various financial product knowledge, family office experience is highly preferred 
  • Exceptional communication and interpersonal skills, with the ability to build strong relationships with clients and stakeholders.
  • Have a clear career development plan and long-term goals, and have a strong interest in trust business
  • Fluency in English and Chinese (both written and spoken).

Interested please send your application or email to Alvin Tang, atang@captarpartners.com to schdule a confidential discussion.