Trust Services Director (Business Development)

· Based on understanding the customer's background and needs, understand the asset allocation target, and be responsible for formulating professional customized solutions.

· Responsible for the establishment and management of onshore and offshore trusts.

· Provide trust training to internal staff to improve the efficiency of providing trust services to customers.

· Actively coordinate and cooperate with relevant teams (including tax advisors, lawyers and family advisors) to provide customized services to customers.

· Work with external lawyers and accountants to create a customized trust structure for clients.

· Assist in analyzing market changes and customer needs, and propose effective suggestions to promote the implementation of the company's overall strategy.

· Assist in part of the family trust business project to promote the overall growth of the family trust business.

· Provide professional wealth management services, including insurance, investment, and retirement planning for customers.

· Actively expand potential markets.

· Supervise the team's regulatory activities to ensure compliance with all relevant laws, regulations and supervisory requirements, including internal policies and procedures.