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Associate, Client Acceptance

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Associate, Client Acceptance

Tricor Staffing Solutions Limited
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Job Highlights

  • Ensure Trust documents are saved in data system
  • 1 - 2 years of relevant working experience
  • Assist in initial opening bank accounts

Requisition ID:  12650

 

Key responsibilities:

  • Primary scope of assisting new business onboarding at Business Development (BD) and effective transition to Trust Relationship Management (TRM)
  • Assist BD in communicating and liaising with intermediaries/clients for onboarding purposes
  • Assist in end-to-end process in the establishment of Trust, including:
  • Incorporate or transfer Trust underlying company (ies)
  • Ensure Trust documents are saved in data system
  • Assist in initial opening bank accounts
  • Assemble Trust kits for clients
  • Provide admin assistance in relocation of office
  • Perform other ad-hoc duties as assigned

 

Key requirements:

  • Degree in Business Administration / Account / Finance or equivalent
  • 1 - 2 years of relevant working experience
  • Good command of written and spoken English and Chinese (Cantonese and Mandarin)
  • Organized, meticulous, pro-active
  • Strong work ethics, professional, approachable, results oriented

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More Information

SalaryN/A (Search your salary info in SalaryCheck)
Job Function
Location
  • Causeway Bay
Work Model
  • On-site / At the workplace
Industry
Employment Term
  • Full-time
Experience
  • 1 year - 2 years
Education
  • Degree

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