Senior Trust Manager (multi-family office)

Responsibilities: Work closely with Relationship Manager to provide the initial proposal of tax / trust / family office structure for clients, and build up and maintain long term business relationships with the tax adviser, lawyer, trustee to cater for wealth planning needs Develop business strategy to meet the market competition, challenges and the changing regulatory environment Requirements: Degree in Business Administration, Law, Accounting or related disciplines OR a professional qua

Unicorn Advisor (HK) Limited - Hong Kong - Full time

Salary: Competitive

Responsibilities:

  • Work closely with Relationship Manager to provide the initial proposal of tax / trust / family office structure for clients, and build up and maintain long term business relationships with the tax adviser, lawyer, trustee to cater for wealth planning needs
  • Develop business strategy to meet the market competition, challenges and the changing regulatory environment

Requirements:

  • Degree in Business Administration, Law, Accounting or related disciplines OR a professional qualification in Society of Trust and Estate Practitioners (STEP)
  • 8 years experience in major bank or legal / accounting firm, with good knowledge of trust /estate/probate administration an advantage
  • Extensive network in legal, taxation and trust fields
  • Good relationship management, communication, interpersonal and analytical skills
  • Fluent in English and Mandarin
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