Manager- Private Trust Administration

Bank of Communications Trustee Limited; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

Bank of Communications Trustee Limited is seeking a seasoned professional to manage a portfolio of family and employee benefit trusts in Hong Kong. The role covers day-to-day administration, regulatory compliance, and timely client inquiries, with emphasis on accuracy in internal reporting.

The candidate should hold a law or related degree with professional qualifications (STEP/CTP/CPA/ACIS) and bring at least 6 years of trust industry experience.

Qualifications

• Degree in law, accounting or business with professional qualifications such as STEP/CTP/CPA/ACIS.
• Minimum of 6 years of work experience in a trust company.
• Strong technical knowledge of trusts.
• Proficient in MS Office and Chinese word processing.
• Fluent in English and Chinese; Putonghua is a must.
• Immediate availability is highly preferred.

Responsibilities

• Maintain an assigned portfolio of trusts including family trusts and employee benefit trusts.
• Handle day-to-day administration: review trust deed and letter of wishes, set up bank accounts, prepare documents for fund injection, share purchase, distribution, vesting and termination.
• Handle and follow up clients’ inquiries timely.
• Update and maintain accurate internal reports.
• Ensure compliance with all legal and regulatory requirements related to trust administration.
• Collaborate with internal and external stakeholders to enhance service quality and operational efficiency.
• Perform ad-hoc projects as assigned.

Skills

Trust administration

Regulatory compliance

Client communication

MS Office

Chinese language

Education

Law degree

Accounting/Business degree

Professional qualifications (STEP/CTP/CPA/ACIS)

Tools

MS Office

Job description

Maintain an assigned portfolio of trusts including both family trustsand employee benefit trusts

Handle the day-to-day administration of the portfolio of trusts including review of trust deed and letter of wishes, set-up of bank accounts and preparation of documents for fund injection, share purchase, distribution, vesting and termination

Handle and follow up clients’inquiries timely

Update and maintain accurate internal reports

Ensure compliance with all legal and regulatory requirements related to trust administration

Collaborate with both internal and external stakeholders to enhance service qualityand operational efficiency

Perform ad-hoc projects as assigned

Requirements

Degree holder in law, accounting, business related disciplines, preferably with professional qualifications such as STEP, CTP, CPA or ACIS

Minimum of 6 years of work experience in trust company, background with securities or company secretary firm is an advantage

Strong technical knowledge of the trust

Proficient in MS Office and Chinese word processing

Fluent in both written and spoken English and Chinese, Putonghua is a must

Immediate availability is highly preferred