Private Trust Associate

1 week ago


Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full time

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 Account Documentation & Static Data Management Worklife Balance & Friendly int’l Team #J-18808-Ljbffr



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