Trust Officer – Hong Kong

Direct Search Global
June 18, 2021
Hong Kong, Hong Kong
Job Type


Business Development of Trust Services:

– Attend to client enquiries, attend meetings with prospective clients, prepare proposals for new business, and assist in business development activities.

– Ensure that new business acquired are in compliance with regulatory requirements and to reject business with unacceptable business or reputational risks.

– Active involvement with initial client on-boarding process, be responsible for the collection of the establishment fee and to liaise with clients on trust set-up and initial asset injection.

• Trust Administration, Client Relationship Management and Client Advisory:

– Act as point of contact for clients, liaise with clients on the administration of trust accounts.

– Day-to day duties includes attend to client queries, coordinate trust account activities, carry out trustee function, and properly document the account files.

– Carry out day-to-day unit trust administration duties for unit trust accounts and ensure that net asset valuation reports are prepared and delivered to unitholders on timely basis.

– Assist in the opening of banking and custodian accounts on behalf of trust accounts.

– Conduct periodic review of assigned trust accounts to ensure that they are being administered in accordance with company policies, jurisdiction and legal requirements.

– Ensure that all accounts met regulatory requirements and to report any breaches.

– To acquire and enhance technical skills where required, keep abreast of market developments.

– Supervise junior trust administrator.


• Minimum 3 years of working experience in wealth planning, trust and other fiduciary services. Working experience is unit trust administration preferred.

• Strong technical knowledge in trust, tax, accounting and company law.

• Able to assist in reviewing of trust and related documentation.

• Proactive, responsible, attention to detail, strong decision making and organizational skills, strong client relationship management and interpersonal skills, good presentation and negotiation skills

Drop files here browse files ...
Back to top button
Are you sure you want to delete this file?