Responsible for daily administration of trust and/or companies, including but not limited to preparing letter of requests pertaining to account opening, insurance transfer/purchases, property transfer/purchases etc, revocation, termination, and preparing trust review packs for clients meeting, reviewing and/or revising of letter of wishes, appropriate trustee and company minutes and resolutions
Review and approve periodic reviews, investment review and transaction reports prepared for structures under care
Conduct trust review with clients and explore room for assets consolidation
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To develop new business relationships by identifying suitable prospects and using various means of communication and visits to seek out suitable business opportunities. Understand Know-Your-Customer processes involved and carry out proper due diligence when on-boarding a new customer.
To perform financial & risk analysis, evaluation and decision-making and to submit well written credit presentations/memos/proposals for approval by the relevant Approving Authority based on the rules, regulations, policies, procedures and guidelines of the Bank and those of relevant regulatory authorities, as applicable.
Coordinate with other product lines, departments and units for overall development of the portfolio including tapping on cross-selling opportunities as well as ensuring prompt and proper delivery of relevant services.
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Build market share and enhance client asset size over time.
Source prospects and actively involved in developing new business; and capitalize business opportunities.
Keep up-to-date knowledge on market trend, keep abreast of different investment products and services, and give input for new product development based on valuable awareness of client's investment needs.
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