Private Trust Specialist
2 months ago
We are a leading financial entity with offices in Hong Kong, Taiwan, and Southeast Asia. Our team is dedicated to providing exceptional services to our clients, and we are seeking a highly skilled Private Trust Associate to join our team.
Job DescriptionThe successful candidate will be responsible for managing daily trust administration and ongoing operations, including vesting of shares, injection/distribution of assets, incorporation of holding companies, and bank account openings. They will also review trust and KYC documents, maintain client relationships, and liaise with internal and external parties such as lawyers, bankers, and accountants.
Key responsibilities include:
- Vesting of shares and distribution of assets
- Incorporation of holding companies and bank account openings
- Reviewing trust and KYC documents
- Maintaining client relationships and conducting regular reviews
- Liaising with internal and external parties
To succeed in this role, you will need:
- A degree in law, accounting, or a business-related discipline
- Relevant 4 years of working experience in private wealth management or trust companies
- Experience in customer service or administrative support roles is preferred
- Familiarity with MS Excel
- 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-motivation
- Fluency in both spoken and written English and Chinese
The salary range for this position is HKD 500,000 - 700,000 per annum, depending on qualifications and experience.
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