Fiduciary Services Specialist
4 days ago
Fiduciary Specialist at Citi
The Fiduciary Specialist is a key professional responsible for managing trustee relationships with clients in Hong Kong managed funds. This role involves assisting in the provision, receipt, safekeeping, and maintenance of legal and contractual client documentation.
The Fiduciary Specialist will assist in the preparation of service level agreements for clients, arrange and attend client meetings as required, support the implementation of new business, and manage the opening and maintenance of client asset and cash accounts.
Responsibilities:
- Manage trustee relationships with clients in Hong Kong managed funds
- Assist in the provision, receipt, safekeeping, and maintenance of legal and contractual client documentation
- Assist in the preparation of service level agreements for clients
- Arrange and attend client meetings as required
- Support the implementation of new business
- Manage the opening and maintenance of client asset and cash accounts
Qualifications:
- 6-10 years of experience in fiduciary or compliance services
- Thorough knowledge of regulatory frameworks
Education:
- Bachelor's/University degree; Master's degree preferred
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