Our client is looking for Trust Services Support Executive (~30k, MNC) to join their team.

Duties:

• Proposal & Client Acquisition:
  • Draft proposals, engagement letters, and sales decks with Sales Manager.
  • Prepare onboarding documents and presentations for client pitches.
• CRM & Data Management:
  • Accurately update the CRM system with opportunity pipelines (new/won/lost) and referral data.
• Compliance & Onboarding:
  • Guide clients through KYC/AML checks and fund receipt verification.
  • Ensure flawless setup of trusts/companies and adherence to internal policies.
• Coordination:
  • Schedule and support external client meetings.
  • Liaise with legal, compliance, and corporate teams for seamless handovers.

Requirements:

• Education: Bachelor’s degree (Business/Finance preferred).
• Languages: Fluent in English, Cantonese, and Mandarin (written/spoken).
• Skills:
  • Proficient in MS Office Suite; Dynamics 365/vPoint experience a plus.
  • Strong communicator with teamwork and problem-solving skills.

Interested parties please email a MS Word version resume and expected salary to [email protected] for further information.