Associate Trust and Corporate Specialist of Private Client Services
Associate Trust and Corporate Specialist
Hong Kong
Monday - Friday, 9.00am - 6.00pm
Hybrid
Intro:
Report to the Senior Manager of Private Client Services, you will work closely with the Senior Trust & Corporate Specialist for various trust structures in line with all relevant regulations, in an effective manner to continuously meet clients expectations.
Some of the things youll be doing:
- To handle administration of various type of trust structures assigned from time to time and support your teams portfolios.
- Assist with on boarding of Trusts and standalone Companies.
- Assist and ensure timely Client File Review.
- Ensure KYC and due diligence checks are performed while handling on-boarding and trust administration.
- Liaise with internal and external stakeholders while carrying out the trust on-boarding and on-going maintenance tasks.
- Ensure internal and external Compliance policies and procedures and regulatory requirements are met.
- Follow up outstanding fees with the clients.
- Ensuring safekeeping of records in files and/or digital platforms. Responsible for collecting relevant documents for FATCA and CRS filings, Economic Substance filings and BVI Annual Financial Return filings.
What technical skills, experience, and qualifications do you need?
- Degree qualification or equivalent
- HKCGI student member preferred
- 2-3 years experience in trust and/or company secretarial industries
- Familiarity with the administration of onshore and offshore companies, and standard AML policies and requirements set by Financial Institutions
- Fluent in written English and Chinese
- Fluent in spoken English, Cantonese and Putonghua
- Driven, energetic and self-motivated
- Possess excellent communication and interpersonal skills and ability to work effectively in a team
Information :
- Company : CSC (Corporation Service Company)
- Position : Associate Trust and Corporate Specialist of Private Client Services
- Location : Hong Kong
- Country : HK
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Post Date : 2025-04-26 | Expired Date : 2025-05-26