Senior Trust Relationship Manager

1 month ago


Hong Kong, Hong Kong SAR China Selby Jennings Full time

Responsibilities:

  • Manage a portfolio of trusts, ensuring compliance with relevant laws and regulations
  • Provide expert advice to clients on trust structures and related services
  • Develop and maintain strong relationships with clients, understanding their needs and objectives
  • Work closely with other teams, including legal and compliance, to ensure effective delivery of services
  • Prepare and review trust documentation, including trust deeds, resolutions, and other legal documents
  • Monitor and review the performance of underlying assets and investments
  • Identify and manage potential risks associated with the trust structures
  • Keep up-to-date with changes in relevant laws and regulations, and provide guidance to clients and colleagues
  • Be an ambassador for the firm, promoting its services and values to clients and stakeholders

Requirements:

  • A degree in law, finance, or a related discipline
  • At least 7 years of experience in trust management or related services
  • Ideally STEP (Society of Trust & Estate Practitioners) qualified.
  • Strong knowledge of Hong Kong trust laws and regulations
  • Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and colleagues
  • Strong analytical and problem-solving skills
  • Ability to work independently and as part of a team
  • Fluency in English and Chinese (Cantonese and Mandarin)


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