Trustee Services
4 days ago
Trustee Services (Team Head), Relationship Management Job Title: Trustee Services (Team Head), Relationship Management Location: Central, Hong Kong Position Overview We are seeking a dynamic and experienced Team Head for Relationship Management to join our client’s MPF and trustee services company. In this role, you will lead a team focused on providing exceptional service to high‑net‑worth (HNW) customers while ensuring compliance with all banking guidelines and regulations. Team Management: Oversee and supervise team members to ensure compliance with internal guidelines, policies, and regulatory requirements. Customer Service: Serve high‑net‑worth customers effectively, aiming to maximize profitability and expand the company’s market share in Private Banking. Sales Performance: Manage sales performance to meet individual, team, and departmental targets. Coaching and Development: Develop and coach relationship managers to enhance their skills in sales compliance and providing suitable investment advice. Credit Quality Guidance: Provide insights on credit quality for customer loan portfolios, diligently assessing exposure and financial viability when recommending loan structures and pricing. Operational Efficiency: Ensure efficiency and accuracy in daily operations by adhering to internal control standards and compliance policies, while minimizing operational risk. Serving Cross‑Border, HK, Mainland and Asia Pacific based Mainland clients so fluent to native Mandarin is required. Developing channel partners, distributor and referral programmes and partnerships. Requirements: Education: University degree in a related discipline or relevant qualifications such as CFP or CFA. Licensing Exams: Successful completion of HKSI and IIQE licensing examinations. Experience: Proven banking experience, including leadership exposure in managing teams. Investment Knowledge: Strong understanding of investment products. Sales Orientation: Ability to maintain a sales‑driven mindset while performing under pressure. Skills: Excellent communication, interpersonal, analytical, and relationship management skills. Language Proficiency: Proficient in both written English and Chinese; fluency in Putonghua and other dialects is an advantage. Customer Focus: Strong customer‑centric approach with a commitment to delivering outstanding service. Professional Qualifications: Additional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) from the Hong Kong Institute of Bankers (HKIB) are advantageous. Employment Requirement: Employment is subject to the Mandatory Reference Checking Scheme (MRCS) as per regulatory requirements. For further details, please refer to the Hong Kong Monetary Authority - Mandatory Reference Checking Scheme. Contact: Please send an updated resume in English to our Managing Partner at ... or contact +852 2523 9955 – and ask for Terry Au, Edward Chen, Richard Liu, Cora Pang. Harbridge Partners Limited. Employment Agency License: 79129. #J-18808-Ljbffr
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Hong Kong Island, Hong Kong SAR China Kroll Full timeDescription Kroll is a global leader in risk advisory and financial advisory. With a rich history spanning decades we empower organisations to confidently navigate the complexities of a rapidly evolving business landscape. Kroll Agency and Trustee Services (KATS) provides independent conflict-free third-party agency and trustee services across the loan and...
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Head of Trustee Services
4 days ago
Hong Kong Island, Hong Kong SAR China Harbridge Partners Limited Full timeA leading MPF and trustee services company in Hong Kong is seeking an experienced Team Head for Relationship Management. This role involves leading a team to provide exceptional service to high-net-worth clients while ensuring compliance with regulations. The ideal candidate will possess a university degree, successful completion of HKSI and IIQE...
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Associate Director, Global Trustee
2 weeks ago
hong kong, Hong Kong SAR China HSBC Full timeAssociate Director, Global Trustee & Fiduciary Services, Markets & Securities Services Apply for the Associate Director, Global Trustee & Fiduciary Services, Markets & Securities Services role at HSBC . Role Purpose Ensure clients operate in accordance with relevant investment objectives, rules, and restrictions on constitutional documents and investment...
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Trustee Service-Manager/Senior Manager
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hong kong, Hong Kong SAR China Agricultural Bank of China Full timeTrustee Service-Manager/Senior Manager (Institutional Banking Department-Custodian Team) Required to manage SFC RA 13 license application and trustee services for SFC-authorized funds, including the development of the related IT system. Responsibilities Project-manage the SFC RA 13 license application and coordinate with internal stakeholders, regulators and...
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Head of Fund Services – Trustee/Banking
2 days ago
Hong Kong Island, Hong Kong SAR China SUPER Corporate Consultancy Group Full timeResponsibilities Lead and plan ahead all fund services activities and ensure smooth operations of the Fund Services Department Manage and supervise daily operations including trade settlement, portfolio valuation etc at Fund Services Department Monitor and control daily operational tasks so that timely and quality services are delivered and ensure compliance...
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Project Manager
4 days ago
Hong Kong Island, Hong Kong SAR China BOCI-Prudential Trustee Limited Full timeBOCI-Prudential Trustee Limited (“BOCI-Prudential Trustee”) is a joint venture founded by BOC Group Trustee Company Limited1 and Prudential Corporation Holdings Limited in 1999 and affiliated to the Bank of China Group. BOCI-Prudential Trustee has over 20 years of experience in trustee management and mainly provides trustee and fund administration,...
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Legal Officer
2 days ago
Hong Kong Island, Hong Kong SAR China BOCI-Prudential Trustee Limited Full timeAdd expected salary to your profile for insights Legal documentation management for MPF and ORSO Schemes, and SFC funds, trust and related services Independently negotiate and manage business contracts, articulating key legal and business issues and solutions effectively. Manage legal documentation and application submissions and liaison with regulators...
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Senior / Fund Accountant
2 days ago
Hong Kong Island, Hong Kong SAR China BOCI-Prudential Trustee Limited Full timeBOCI-Prudential Trustee Limited ("BOCI-Prudential Trustee") is a joint venture founded by BOC Group Trustee Company Limited and Prudential Corporation Holdings Limited in 1999 and affiliated to the Bank of China Group. BOCI-Prudential Trustee has over 20 years of experience in trustee management and mainly provides trustee and fund administration, custody,...
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Officer, Trust and Custody Services
2 days ago
Hong Kong Island, Hong Kong SAR China Bank of Communications Trustee Limited Full timeJob Overview Achieve Corporate Trust Business goals and explore potential business. Promote corporate trust services such as listed company share award scheme, bond trustee etc. Promote custody services and investor services to financial institutions and corporate clients in relation to various fund and investment products such as HKSFC authorized fund,...
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Associate Director, Trustee
2 weeks ago
hong kong, Hong Kong SAR China HSBC Full timeA leading financial services provider in Hong Kong is seeking an Associate Director for Global Trustee & Fiduciary Services. This role involves ensuring compliance with investment objectives, analyzing regulatory requirements, and fostering client relationships. Ideal candidates will have strong managerial experience and a solid understanding of the...
