A unusual piece of information from CS Trust in Hong Kong. Check out this job advertisement below and Role Summary item#3: review exactly 89 trusts in 1st year? Works out to be less than 2 per week!
Not only does CS Trust have no profitability worries (given their pricing or lack thereof) but it seems they don't need to worry about productivity either. Hope it's not too late to apply!
Trust and Estate Advisory - Director - Private Banking - Hong Kong
ROLE SUMMARY:
1. Working closely CST trust administration centers and conduct annual reviews for all existing trust clients as well as any new clients booked by TE&A.
2. Working closely with TE&A in Location Hong Kong in all matters relating to existing trust clients.
3. To conduct 89 trust reviews for the first year, prioritized in accordance with Invoiced Turnover, Value of CS Bankable Assets, and Value of 3rd Party Bankable Assets. Another 10 client reviews to be selected by TRM and RM together.
4. Ensure that the existing structure of each trust complies with the latest CST Directives and to follow up on any outstanding matters.
5. Identify potential risks in existing structure of each trust and work closely with CST LCD and Solution Structuring to mitigate those risks.
6. Identify potential business opportunities from the existing book of business, e.g. new trust business, NNA potential, etc.
TO QUALIFY, YOU MUST POSSESS:
•Bachelor's degree in Finance or related field required. Advanced degree in Finance, Law, or industry education desired.
•A minimum of 5 years of Trust and / or Estate Advisory and Management experience.
•Strong knowledge and proven technical proficiency in the Investment, Legal, and Tax issues relative to Trust and / or Estate Management and Administration.
•Proven strong communication skills are required, such to interact effectively with current and potential clients and / or their attorneys.
ORGANIZATIONAL MARKETING STATEMENT
As one of the world's leading financial services group, Credit Suisse provides its clients with investment banking, private banking and asset management services worldwide. Founded in 1856, Credit Suisse has a long tradition of meeting the complex financial needs of a wide range of clients, offering advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globally. The Credit Suisse Group is active in over 50 countries and employs approximately 40,000 people. Further information can be found at www.credit-suisse.com.
Cultural diversity is essential to our success. As such, we employ people from more than 100 countries. Credit Suisse empowers employees to work openly and respectfully with each other and with clients, ultimately striving to deliver superior results while offering initiatives and programs to assist employees achieve a healthy work-life balance.
Right place, perfect opportunity
www.credit-suisse.com/careers
EQUAL EMPLOYMENT OPPORTUNITY
Credit Suisse is an Equal Opportunity Employer and does not discriminate in its employment decisions on the basis of any protected category.
To the extent permitted or required by applicable law, a candidate who is offered employment will be subject to a criminal record check and other background checks before the appointment is confirmed.
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