• Assess, review, and recommend credit proposals and loan reviews, securing approvals in accordance with the Group’s policies and respective lending authorities
• Enhance the credit policies, procedures, and controls to optimize the Group’s risk exposure and ensure regulatory compliance
• Assist the department head in tracking and assessing the quality of the loan portfolio effectively and strategically
• Review and analyze credit risk management reports, recommending appropriate actions as needed
• Manage loan portfolio proactively to reduce delinquency and bad debt by taking proactive remedial actions at an early stage
• Supervise, mentor, and develop the credit operations team, ensuring efficient daily operations and high-quality output
• Handle ad hoc tasks as assigned

To lead and expand the family office and trust business, with a focus on ultra-high-net-worth (UHNW) clients. This role will drive cross-border wealth solutions, trust structuring, and family governance advisory, while ensuring compliance with all regulatory guidelines and requirements set by respective regulatory bodies.

Business Development

• Develop and execute the business strategy for family office and trust services
• Identify and onboard new UHNW client relationships
• Expand the Group’s market share in wealth structuring solutions

Client Solutions

• Design and implement customized trust structures for asset protection and succession planning
• Develop family governance frameworks for multi-generational wealth transfer
• Collaborate with external family offices, trust companies, law firms, and tax advisors to deliver Trust & Family Office solutions and assist in executing due diligence
• Serve as the primary advisor for top-tier clients in client advisory & retention

Team Leadership

• Recruit and develop a high-performing team of trust specialists and advisors
• Establish training programs to build internal capabilities
• Foster collaboration across private banking, legal and compliance teams

• Provide application support to end users
• Participate in the new systems development projects and define, develop and configure the user requirements
• Perform system development activities, including system analysis, design, coding, testing, UAT support and system implementation
• Ensure quality IT solutions delivery on time and within budget
• Liaise with vendors in the course of the acquisition and testing of new systems
• Lead or participate in IT or non-IT process improvement initiatives when required

• Provide quality customer hotline services by addressing inquiries, executing orders, and resolving complaints in a professional manner
• Manage the account opening processes for both individual and corporate clients
• Conduct comprehensive KYC, CDD, and AML procedures, including periodic reviews and investigations of trigger events
• Maintain customer data with a high level of accuracy
• Handle client fund and stock In/Out
• Perform other dealing duties as requested and assigned by supervisors
• Rotate night shift duties and work on public holidays may required

• Lead the sales team, setting goals and providing guidance and support
• Implement sales strategies to drive revenue and achieve sales targets
• Provide on-the-job coaching for subordinates and support them to handle day-to-day partners related issues to ensure our high level of services standard
• Participate in product development to enrich the service platform
• Perform regular training and guidance to team members
• Provide wealth management planning ideas with products across the company
• Comply with regulatory requirements and group policies
• Explore new market and business opportunities of Wealth Management products, participate in business planning and development
• Provide professional advice and risk management solutions to clients
• Establish and maintain good relationship with our partners, design and negotiate cost-effective solutions to cater for our clients’ needs

• 開拓本地、國內目標客戶群
• 與潛在客戶/客戶建立及維持穩固及良好的業務關係，拓展新客源
• 為客戶提供專業的理財策劃(包括證券、期貨、保險、儲蓄、投資及退休計劃)及投資建議的服務
• 確保所有的銷售流程符合全部公司政策及監管機構要求

• Provide Wealth Management Solutions for customers in to fulfil their financial needs
• Manage clients’ wealth management portfolio by providing value-added advice and recommendation on asset allocation
• Identify and capture business opportunities to expand customer base and nurture long term relationships with existing and new target customers
• Participate in Ongoing Training and Development Sessions

• Provide Wealth Management Solutions for the segment of Mainland clients in Hong Kong to fulfill their financial needs
• Manage clients’ wealth management portfolio by providing value-added advice and recommendation on asset allocation
• Identify and capture business opportunities to expand customer base and nurture long term relationships with existing and new target customers
• Participate in Ongoing Training and Development Sessions