Senior Trust Operations & Platform Lead

Global Executive Consultants Ltd.; Hong Kong; Sur place; HKD 725 400 - 892 800; Plein temps

Résumé du poste

Global Executive Consultants Ltd. is seeking a Trust Operation (VP/Director) in Hong Kong. The role will focus on streamlining family trust operations and enhancing client experience through improved workflows and compliance.

The ideal candidate has a degree in a relevant field, at least 10 years of experience in trust administration, and proficiency in both English and Chinese. The position offers an attractive salary of HK$65K - $80K and requires solid team leadership skills.

Qualifications

• Minimum 10 years in trust administration, with 3 years in a supervisory role.
• Proven experience in operational workflows and compliance.
• Flexibility and adaptability to changing environments.

Responsabilités

• Formulate operational procedures for family trust operations.
• Deliver trust administration and client support effectively.
• Lead development of trust management platforms and workflows.
• Automate operational workflows to enhance efficiency.
• Diagnose and improve operational bottlenecks regularly.
• Ensure compliance with legal requirements in trust administration.
• Enhance client experience through stakeholder collaboration.

Connaissances

Leadership and team management

Trust management systems proficiency

Excellent communication

Fluent in English and Chinese

Proficient in MS Office and Chinese word processing

Formation

Degree in law, accounting, or business

Professional qualifications (TEP, CPA)

Description du poste

Trust Operation (VP/Director) (HK$65K - $80K) (Ref. No.: 27656)

Our client, a Financial Institution, is looking for high-caliber person to fill the position.

Job Duties

• Work with trust director and relationship managers to formulate the operational procedures of the family trust operations.
• Effective delivery of trust administration, information system building and client support.
• Lead end-to-end development of trust management platforms, covering front-to-back office workflows (e.g., project lifecycle tracking, automated compliance checks, financial reporting, real-time risk monitoring).
• Automate operational workflows (e.g., documentation, reporting) to enhance efficiency and reduce errors.
• Proactively diagnose operational bottlenecks (e.g., manual reporting delays, compliance gaps) and take improvement initiatives every quarter.
• Ensure compliance with all legal and regulatory requirements related to trust administration.
• Collaborate with both internal and external stakeholders to enhance client experience and operational efficiency.

Job Requirements

• Degree holder in law, accounting, business related discipline or possess relevant professional qualifications such as TEP or CPA is a plus.
• Minimum of 10 years of solid experience in trust administration with 3 years in supervisory role preferred.
• Good knowledge in trust set-up and routine administrative operation, including trust distribution, addition/removal of beneficiaries, trust restructuring process, reporting, etc.
• Proven leadership and team management skills, including working with colleagues from other departments to complete various tasks.
• Be open-minded and able to adapt to changing environment.
• Proficiency in trust management systems.
• Excellent communication and interpersonal abilities with a proactive mindset.
• Fluency in both written and spoken English and Chinese, Putonghua is a must
• Proficient in MS Office and Chinese word processing.
• Candidates with more experience will be considered as Director.