Senior Private Trust Administration Lead

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

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.