Trustee Services Manager
4 weeks ago
As a Trustee and Fiduciary Services Manager, 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: Collaborate with the Department Head to develop new business with existing and new clients, including formulating business plans and handling RFPs.
- 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.
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.
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