Private Trust Associate

2 months ago

hong kong, Hong Kong SAR China Projob21.com Ltd. Full time
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 accountants.
  • 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.
  • Accountable for managing life insurance case management for UHNW Private Clients in Greater China markets.
  • Serve as the bridge between insurance companies, private bankers and Clients.
  • Support Bankers/Clients with medical booking, and preparation of documents for new/annual renewal of applications to ensure compliance with regulatory requirements.
  • Assisting Relationship Banker(s) to provide high-quality services to high-net-worth individual clients in Greater China, SE Asia and Hong Kong Markets.
  • Working closely with external counterparties in account opening, pricing quotation, bank and fund operations.
  • Participating in ad hoc regional and local projects.
  • KYC, Name Screening & Account Documentation.
  • Responsible for name screening, KYC and existing client accounts documentation support.
  • Conduct basic due diligence checking under respective AML requirements.
  • Trigger events and post transactional review.
  • Oversight KYC and Client On-Boarding functions.
  • Report to the Regional Head of KYC.
  • Assume team lead functions to oversight KYC and client onboarding for low to high risk cases.
  • Accountable for CDD Review to ensure fulfilment of regulatory, corporate governance.
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.
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