Hong Kong Fiduciary Association Limited Hiring! Full Time Associate Trust Relationship Director in Federal Territory - Ricebowl

Job Scope:

• Provide professional trust servicing insights and solutions to address clients’ existing and future wealth planning and funding requirements.
• Ensure all transactions and business activities are conducted in accordance with internal policies, regulatory requirements, and industry guidelines.
• Build, maintain, and strengthen long-term relationships with existing and prospective clients through effective relationship management.
• Develop and expand the client portfolio through internal referrals, client referrals, marketing leads, and self-generated business opportunities while maintaining high standards of service excellence and compliance.
• Proactively engage with clients by providing timely updates on relevant market developments, industry insights, company news, and newsletters that may impact their wealth planning needs.
• Identify opportunities to deepen client relationships and provide cross-servicing solutions based on clients’ evolving financial and wealth management objectives.
• Deliver professional presentations and trust-related briefings to clients and business partners.
• Support client servicing activities to ensure successful execution of company objectives, milestones, and timelines.
• Collaborate with team members by sharing knowledge, industry insights, and best practices to support team growth and development.
• Manage, acquire, and strengthen relationships with business partners through effective engagement and tailored wealth solutions.
• Conduct servicing presentations and business discussions with clients and strategic partners.
• Perform other ad hoc assignments and projects as required.

Job Requirements:

• Candidate must possess at least a Bachelor’s Degree, Postgraduate Diploma, or Professional Degree in Finance, Accountancy, Banking, Business Administration, or equivalent fields.
• Preferably candidates with managerial experience in Banking, Financial Services, Wealth Management, Trust Services, or related industries.
• Candidates with an established network of High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients will have a strong advantage.
• Minimum 8 years of relevant working experience in relationship management, private banking, wealth management, financial advisory, or related fields.
• Strong interpersonal, communication, presentation, and business development skills.
• Ability to build trusted relationships and manage client portfolios effectively.
• Required language proficiency: English, Mandarin, and Bahasa Malaysia.