Assistant Manager Private Clients

Purpose of the Job 

To manage the day-to-day administration of a varied portfolio of trust structures and to maintain a wide and detailed knowledge and understanding of trust administration generally to include money laundering compliance and relevant legislation. Assist to manage and develop junior members of the team

Main responsibilities

• To take ownership and manage the day-to-day administration of a varied portfolio of trust structures and to maintain a wide and detailed knowledge and understanding of trust administration generally to include money laundering compliance and relevant legislation.
• Fulfilling the fiduciary duties of a trustee which includes but is not limited to attending to trustee resolutions distributions letter of wishes accounts periodic and compliance reviews
• Maintaining the integrity and completeness of the client files and common folders
• Administer and manage a growing portfolio of Trust relationships
• To observe anti-money laundering compliance and relevant legislation.
• Assisting with on-boarding of new Trust structures including due diligence checks
• Attend to statutory filings handle transactions formation and winding up of corporate structure as well as maintaining statutory records to ensure compliance with applicable laws and regulations
• To ensure tasks are completed to the highest possible standards within the agreed timescales and that the objectives of the Group are fulfilled.
• Delivering a responsive high-quality and excellent service by staying close to the clients and connecting with them
• Liaison with external parties such as bankers lawyers accountants tax advisors etc
• Meet with clients and potential clients and their advisors.
• Collaborate with internal stakeholders for relationships that are serviced by multiple jurisdictions
• Ensure billing and debt collection is carried out effectively and in a timely manner including the diligent recording of time-spent on client matters
• Undertake other ad-hoc projects as may be required from time to time
• Any other such duties that would be reasonably required for this role.

Qualifications :

• Degree in Law Accounting Finance or any other relevant field
• Preferably a member of STEP/ISCA/ACCA or working towards these qualifications with at least 6 years of relevant experience in trust industry and/or company secretarial practice.  
• A good level of technical knowledge of trust & corporate products investments accounting and tax law legislation and regulation will be required.
• Excellent organisational and client management skills.  This includes a high level of awareness of risk factors and compliance procedures.
• Excellent people management skills to include high level of integrity excellent written and oral communication skills and the ability to multi-task.
• Professional manner with the ability to relate to persons at all levels and to identify clients needs responding to these quickly and effectively.
• Good time management skills together with a thorough understanding of client files.
• A team player who collaborates with colleagues to form synergy to drive service excellence
• Excellent communication skills in both English and Mandarin

Additional Information :

All staff are expected to embody our three core values.  These values underpin everything that we do and reflect the skills and behaviours we all need to be successful. 

• We are AMBITIOUS - We think and act globally seizing every opportunity to support our clients and staff - wherever in the world they may be.
• We are AGILE - Our independence from any financial institution gives us the flexibility and freedom to keep things simple efficient and effective.
• We are COLLABORATIVE - We take the time to understand our clients needs so that we can deliver personalised solutions every time.

• Equal Opportunities for Everyone

Please let us know if theres anything we can do to make the process easier for you. You can reach us at .

Were an equal opportunity employer. All applicants will be considered for employment without attention to age ethnicity religion sex sexual orientation gender identity family or parental status national origin or veteran neurodiversity or disability status

Remote Work :

No

Employment Type :

Full-time