Trustee Services Manager

4 weeks 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, 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.
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.


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