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Trustee Services Manager

1 month ago

Hong Kong, Central and Western District, Hong Kong SAR China Omni Group Asia Ltd. Full time
Key Responsibilities:

As a Trustee and Fiduciary Services Manager at Omni Group Asia Ltd., you will be responsible for providing exceptional service to our trustee service clients, focusing on individual occupational retirement schemes (ORSO schemes) and other institutional clients.

  • Client Relationship Management: Serve as the primary contact for trustee service clients, providing timely advice and updates on ORSO schemes and regulatory changes.
  • Support to Department Head: Monitor the implementation plan for new client onboardings, develop new business with existing and new clients, and manage day-to-day administrative matters of the department.
  • Collaboration: Work with internal stakeholders to ensure high levels of service, professionalism, operational efficiency, and compliance to protect the interests of trustee service clients and beneficiaries.
  • Regulatory Advisory: Advise clients within the regulatory framework and stay updated on client-impacting initiatives from relevant markets.
  • Industry Participation: Participate in trustee industry meetings/discussions and prepare responses to consultations on regulatory changes related to trustee business.
Requirements:

To be successful in this role, you will need:

  • A degree holder or above.
  • Minimum 10 years of experience in the trustee/fund industry, with over 5 years at a managerial level.
  • Proactive in building internal and external networks.
  • CPA or legal background is a plus.
  • Strong understanding of regulatory and governing frameworks for trustee services and/or investment funds (knowledge of ORSO preferred).
  • Proficient in English (both spoken and written).
  • Excellent communication and collaboration skills.
  • Strong project management skills.
  • Detail-oriented in both strategy and execution.