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 (HNW) 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
Job Type: Full-time
Pay: AED15,000.00 - AED18,000.00 per month
Application Question(s):
Do you have experience working in Banking / Financial Services industry?
Experience:
Sales: 4 years (Required)
Location:
* Dubai (Required)
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