Open Country:Worldwide
Language Requirements:English, Chinese
1. Responsible for providing family wealth management and inheritance solutions for high-end clients, including wealth planning, asset allocation, and risk control consulting.
2. Based on the needs of target clients, executed family trust business implementation, including client needs analysis, due diligence, family trust structure and scheme design, drafting of relevant contracts, and project establishment.
3. Opened accounts through the internet, telephone, and other channels, while maintaining relationships with high-net-worth clients.
1. Bachelor's degree or above, with a preference for majors in finance, economics, law, or related fields.
2. At least two years of experience in the trust industry or three years of experience in a related financial field, capable of undertaking primary management responsibilities for trust projects.
3. Familiarity with capital markets, experience in private equity product sales, and some experience in developing and maintaining high-net-worth individual or institutional clients.
4. Strong professional ethics and team spirit, as well as the ability to work and communicate effectively under pressure.
Ailison Grace
Lunker Pty LtdHR Director
Active this month
Health Insurance, Disability Insurance, Dental Insurance, Family/Dependent Health
Career Development
Paid Time Off, Paid Holidays, 4 Day Workweek
Posted on 14 August 2024
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