- Expansion Headcount in the HK Office
- Sales assistant, operations & regulatory support
- Friendly working environment
Our Client
Representing our Asian-based regulated financial entity, with offices located in Hong Kong, Taiwan and SE Asia, to search for a trilingual Private Trust Associate.
Job Duties
- Manage daily trust administration and ongoing operations including vesting of shares, injection/distribution of assets, incorporation of holding company, bank account openings
- As the key gatekeeper in reviewing trust and KYC documents in accordance with the proper compliance
- Maintain client relationships and conduct regular reviews to cope with clients’ trust needs
- Liaise with both internal and external parties such as lawyers, bankers and accountant
- Preparation of a full set of trust-related documents including trust deed, letter of wishes, trustee resolutions and other statutory documents
- Resolving daily enquiries from affluent professional investors
Requirements
- Degree holder in law, accounting, business related disciplines
- Relevant 4 years/- of working experience in Private wealth Management/trust companies
- Experience in customer service or administrative support roles is preferred
- Familiar with MS Excel
- Able to work under pressure with high efficiency
- Detail-oriented and able to work with a high level of accuracy
- Strong communication skills and self-motivated
- Fluent in both spoken and written English and Chinese
Category : Private Bank
Industry :
Banking & Finance
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