Trust Management Specialist

5 days ago


Hong Kong Island, Hong Kong SAR China Projob21 Ltd. Full time
Company Overview

We are a leading provider of financial services with a strong presence in Asia. Our company, Projob21 Ltd., is dedicated to delivering exceptional customer experiences and building long-lasting relationships with our clients.

Job Description
  • Daily Trust Administration: Manage daily trust administration and ongoing operations, including vesting of shares, injection/distribution of assets, incorporation of holding company, and bank account openings.
  • Compliance Review: Serve as the key gatekeeper in reviewing trust and KYC documents in accordance with proper compliance requirements.
  • Client Relationships: Maintain client relationships and conduct regular reviews to address clients' trust needs.
  • Liaison with External Parties: Liaise with both internal and external parties such as lawyers, bankers, and accountants.
  • Document Preparation: Prepare a full set of trust-related documents, including trust deed, letter of wishes, trustee resolutions, and other statutory documents.
  • Daily Enquiries: Resolve daily enquiries from affluent professional investors.
  • Care Management: Accountable for managing life insurance case management for UHNW Private Clients in Greater China markets.
  • Bridge Role: Serve as the bridge between insurance companies, private bankers, and Clients.
Required Skills and Qualifications
  • Educational Background: Degree holder in law, accounting, business-related disciplines.
  • Working Experience: Relevant 4 years of working experience in Private Wealth Management/trust companies.
  • Customer Service Skills: Experience in customer service or administrative support roles is preferred.
  • Technical Skills: Familiar with MS Excel.
  • Personal Attributes: 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.
  • Language Skills: Fluent in both spoken and written English and Chinese.


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