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 including money laundering compliance and relevant legislation.

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 trustee declarations letters of wishes accounts periodic and compliance reviews and bank account opening etc.
• Administer and manage a growing portfolio of Trust relationships
• Assisting with onboarding 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.
• Maintaining the integrity and completeness of the client files and common folders
• 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
• Liaising with external parties such as bankers lawyers accountants EAMs etc
• Collaborate with internal stakeholders for Trust 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.

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Qualifications :

• A level of technical knowledge to include more complex areas of trust & corporate products investments accounting and tax law legislation and regulation. This includes Discretionary trust Reserved Power Trust Revocable/Irrevocable Trust Private Trust Company (PTC) Employee Benefit Trust (EBT)/Employee Share Option Trust (ESOP) etc.
• Preferably a member of STEP/ISCA/CGI/HKCGI or working towards these qualifications.  
• Full knowledge of current company and trust legislation and the local regulatory environment including Hong Kongs regulatory framework for licensed Trust business.  This includes a high level of awareness of risk factors and compliance procedures.
• Excellent client management skills with the ability to handle clients enquiry professionally and to identify clients needs responding to these quickly and effectively.
• Attentive to details with strong sense of responsibility and self-motivated.
• A team player who collaborates with colleagues to form synergy to drive service excellence. Well-developed interpersonal and communication skills (verbal & written) in order to communicate and relate effectively with clients colleagues 3rd party service providers etc
• Ability to read analyse and interpret financial reports and/or legal documents
• Excellent communication skills in both English and Mandarin. 

Additional Information :

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

• We are CLIENT CENTRIC Clients are at the centre of our world and were committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS We aim high. We think and act globally seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple efficient and effective.
• We are COLLABORATIVE With a curious mindset we ask the right questions to get to the right solution for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL  We behave with integrity at all times and assume positive intent building trust through responsible actions and honest relationships.
  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