Family Trust Broker job at GEOR Global Recruitment (Shenzhen) Ltd. China, US

Job Description

Responsible for providing high-end clients with family wealth management and inheritance solutions, including wealth planning, asset allocation and risk control consulting work.
Completed the implementation of family trust business according to the needs of target customers, including customer demand analysis, due diligence, family trust structure and scheme design, formulation of related contracts, project establishment, etc.
Account opening and maintain high net worth customers through Internet, telephone and other channels.

Job Tags

Full time,

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