job details

about the company. ...

a leading financial services group to recruit an experienced Trust Manager / Wealth Planner to join their expanding estate, trust, and legacy planning platform in Hong Kong. This role offers a dynamic dual focus—combining internal stakeholder collaboration and cross-selling with external business development to deliver comprehensive fiduciary, trust, and corporate solutions to High-Net-Worth (HNW) clients.

about the job.

Holistic Wealth & Legacy Planning: Partner with internal desks to design customized trust structures, estate planning solutions, and corporate services for private clients.
Channel Expansion & Ecosystem Growth: Drive external business development by forging strategic partnerships with 3rd-party distributors and professional intermediaries across HK and the broader Asia region.
Fiduciary & Technical Subject Matter Expertise: Resolve complex fiduciary and tax/regulatory inquiries while serving as the group's centralized knowledge hub for estate planning landscape updates.
Client Lifecycle & Upselling: Maintain ongoing relationships with existing trust clients to review evolving legacy needs and capture cross-selling opportunities across the group's broader offerings.

key responsibilities.

Introduce wealth planning and fiduciary solutions to prospective HNW clients, internal partners, and external intermediaries.
Structure and deploy compliant trust and corporate service solutions in accordance with applicable laws, regulations, and internal risk guidelines.
Assist in driving revenue targets for fiduciary and corporate services through strategic channel expansion and cross-departmental referrals.
Organize educational workshops, seminars, and training sessions for internal stakeholders on changing tax, trust, and regulatory landscapes.
Continuously enhance the product suite and centralized repository of wealth planning materials to meet complex client demands.

skills & experiences required.

Experience: Solid experience in trust administration, wealth planning, estate/legacy structuring, or private client fiduciary services within a trust company, private bank, or family office.
Product Knowledge: Deep understanding of trust structures, corporate services, insurance integration, and estate planning tools.
Business Acumen: Strong track record in business development, channel management, and revenue generation.
Communication & Training Skills: Excellent presentation and interpersonal skills to lead client pitches, internal training workshops, and external partner networking.
Languages: Fluent communication skills in English and Chinese (Cantonese and Mandarin).

about the company. ...

about the job.

Holistic Wealth & Legacy Planning: Partner with internal desks to design customized trust structures, estate planning solutions, and corporate services for private clients.
Channel Expansion & Ecosystem Growth: Drive external business development by forging strategic partnerships with 3rd-party distributors and professional intermediaries across HK and the broader Asia region.
Fiduciary & Technical Subject Matter Expertise: Resolve complex fiduciary and tax/regulatory inquiries while serving as the group's centralized knowledge hub for estate planning landscape updates.
Client Lifecycle & Upselling: Maintain ongoing relationships with existing trust clients to review evolving legacy needs and capture cross-selling opportunities across the group's broader offerings.

key responsibilities.

Introduce wealth planning and fiduciary solutions to prospective HNW clients, internal partners, and external intermediaries.
Structure and deploy compliant trust and corporate service solutions in accordance with applicable laws, regulations, and internal risk guidelines.
Assist in driving revenue targets for fiduciary and corporate services through strategic channel expansion and cross-departmental referrals.
Organize educational workshops, seminars, and training sessions for internal stakeholders on changing tax, trust, and regulatory landscapes.
Continuously enhance the product suite and centralized repository of wealth planning materials to meet complex client demands.

skills & experiences required.

Experience: Solid experience in trust administration, wealth planning, estate/legacy structuring, or private client fiduciary services within a trust company, private bank, or family office.
Product Knowledge: Deep understanding of trust structures, corporate services, insurance integration, and estate planning tools.
Business Acumen: Strong track record in business development, channel management, and revenue generation.
Communication & Training Skills: Excellent presentation and interpersonal skills to lead client pitches, internal training workshops, and external partner networking.
Languages: Fluent communication skills in English and Chinese (Cantonese and Mandarin).

experience
3 years
skills
Holistic Wealth & Legacy Planning; Channel Expansion & Ecosystem Growth
qualifications
Solid experience in trust administration, wealth planning, estate/legacy structuring, or private client fiduciary services within a trust company, private bank, or family office.
education
Bachelor Degree

share this job.

summary

hong kong
permanent
full-time

specialism
banking & financial services
sub specialism
asset management
reference number
91M0270339_6137351152285511668

speed up the application by sharing your profile

apply with randstad.
Applying with us is easy. We will review your application and see if you are a good fit for the job and the company.
we’ll give you a call.
Our consultant will call you to discuss your application and further career aspirations if you're suitable for a role.
getting you registered.
If you’ve never worked with us before, we’ll need some basic additional pieces of information to confirm your eligibility to work in Hong Kong SAR.
compliance check.
Next, we just need to verify a few things - we’ll make the relevant compliance checks and keep you posted.
reference and background check.
As part of the process in ensuring you’re perfect for the role, we’ll make contact with any relevant references you’ve provided.
the perfect job for you.
Our expert team will either arrange an interview for the role you’ve applied for, or if they believe there’s a better opportunity, they’ll suggest alternative options too.
the interview.
If a job which you have applied for requires an interview, we will ensure you are fully prepared and know exactly what to expect - good luck!
start your new job.
Congratulations, you’re ready to begin your new job. The team will ensure that you’re fully prepared for your first day.

jasmine xiang

assistant relationship manager (japanese speakers)
- permanent
about the company.as a leading independent wealth manager in Asia, and provides tailored investment solutions for ultra-high-net-worth families across Asia. Offers comprehensive multi-family office services, focusing on bespoke investment strategies to match long-term goals, risk preferences, and unique financial structures.about the job.this is a full-time on-site role for an Assistant Relationship Manager, Japanese Speaker, based in Hong Kong SAR. The ro
posted 9 october 2026
about the company.as a leading independent wealth manager in Asia, and provides tailored investment solutions for ultra-high-net-worth families across Asia. Offers comprehensive multi-family office services, focusing on bespoke investment strategies to match long-term goals, risk preferences, and unique financial structures.about the job.this is a full-time on-site role for an Assistant Relationship Manager, Japanese Speaker, based in Hong Kong SAR. The ro
show job details
relationship manager
- permanent
about the company.the international asset management and financial services house with a presence across key financial hubs in Asia and Europe. They offer bespoke wealth solutions, discretionary strategies, alternative investments, and income-generating funds tailored for Ultra-High-Net-Worth Individuals (UHNWIs), family offices, and private holdings. The firm is aggressively expanding its regional distribution network in Hong Kong and is seeking high-perf
posted 9 october 2026
about the company.the international asset management and financial services house with a presence across key financial hubs in Asia and Europe. They offer bespoke wealth solutions, discretionary strategies, alternative investments, and income-generating funds tailored for Ultra-High-Net-Worth Individuals (UHNWIs), family offices, and private holdings. The firm is aggressively expanding its regional distribution network in Hong Kong and is seeking high-perf
show job details
senior manager, payment operations change - corporate banking
- permanent
- HK$50,000 - HK$60,000 per month
about the company.Originating from 19th-century agricultural credit associations, this major European financial institution grew through a century of regional consolidation to become the central liquidity hub for hundreds of independent community lenders, alongside its direct role in financing mid-sized enterprises.about the job.Strategic Change & TransformationLead the end-to-end lifecycle of major payment operations projects, from business case developme
posted 9 october 2026
about the company.Originating from 19th-century agricultural credit associations, this major European financial institution grew through a century of regional consolidation to become the central liquidity hub for hundreds of independent community lenders, alongside its direct role in financing mid-sized enterprises.about the job.Strategic Change & TransformationLead the end-to-end lifecycle of major payment operations projects, from business case developme
show job details

Thank you for subscribing to your personalised job alerts.

trust manager / wealth planner.

job details

experience

skills

qualifications

education

share this job.

the application process.

apply with randstad.

we’ll give you a call.

getting you registered.

compliance check.

reference and background check.

the perfect job for you.

the interview.

start your new job.

get in touch

jasmine xiang

related jobs.

assistant relationship manager (japanese speakers)

relationship manager

senior manager, payment operations change - corporate banking

let similar jobs come to you