Trustee and Fiduciary Services Portfolio Manager

2 weeks ago


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

Omni Group Asia Ltd. is seeking a highly experienced Trustee and Fiduciary Services Portfolio Manager to join our team.

About the Role

This role offers an exceptional opportunity for a seasoned professional to oversee trustee services, manage relationships with clients, and contribute to the company's growth.

Job Description

The successful candidate will be responsible for:

  • Client Relationship Management: Building and maintaining strong relationships with trustee service clients, focusing on ORSO schemes and institutional clients.
  • Regulatory Compliance: Ensuring compliance with trust deed rules, relevant laws, and regulatory changes.
  • Investment Analysis: Collaborating with the Investment Analysis and Product Department to review investment structures and performance of ORSO schemes.
  • Departmental Support: Providing administrative support to the Department Head and contributing to the development of new business opportunities.

The ideal candidate will have a minimum of 10 years of experience in the trustee/fund industry, with over 5 years at a managerial level. A degree holder or above, with a strong understanding of regulatory and governing frameworks for trustee services and/or investment funds, is required. Proficiency in English (both spoken and written) is essential, as well as excellent communication and collaboration skills.

Requirements
  • Degree holder or above.
  • Minimum 10 years of experience in the trustee/fund industry, with over 5 years at a managerial level.
  • Strong understanding of regulatory and governing frameworks for trustee services and/or investment funds.
  • Proficient in English (both spoken and written).
  • Excellent communication and collaboration skills.
Estimated Salary Range:

$120,000 - $180,000 per annum, depending on qualifications and experience.

About Omni Group Asia Ltd.

We are a leading provider of trustee services, committed to delivering high-quality solutions to our clients. Our team is dedicated to excellence, innovation, and customer satisfaction.



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