Trust Operations (D/ED)

Trust Operations (Senior Level, D/ED)
Family Trust Business Department - Corporate Services - Hong Kong

[Key Responsibilities]

• Collaborate with Trust Director and Relationship Managers to formulate the goals, objectives, and business operation plans for the private trust business.

• Effectively manage trust administration, information system development, and client support functions.

• Lead the 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., delays in manual reporting, compliance gaps) and implement improvement initiatives quarterly.

• 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.

[Requirements]

• Degree holder in Law, Accounting, Business, or a related discipline. Relevant professional qualifications such as TEP or CPA are a plus.

• Minimum of 10 years of solid experience in trust administration, with at least 3 years in a supervisory role preferred.

• Good knowledge of trust setup and routine administrative operations, including trust distributions, addition/removal of beneficiaries, trust restructuring processes, reporting, etc.

• Proven leadership and team management skills, including the ability to collaborate effectively with colleagues from other departments.

• Open-minded and adaptable to changing environments.

• Proficiency in using trust management systems.

• Excellent communication and interpersonal abilities with a proactive mindset.

• Fluency in both written and spoken English and Chinese; proficiency in Putonghua is mandatory.

• Proficient in MS Office and Chinese word processing.

• Immediate availability is highly preferred.

Trust Operations (D/ED)
Family Trust Business Department - Corporate Services - Hong Kong

[Main Responsibilities]

• Work with the Trust Director and Client Manager to develop the goals, objectives and business operating plans for private trust services

• Effectively conduct trust management, information system construction and customer support work

• End-to-end development of a leadership trust management platform, covering front-end, mid-end and back-end work processes (for example, project life cycle tracking, automatic compliance checks, financial reporting, real-time risk monitoring)

• Automate operational processes (e.g., file archiving, reporting) to improve efficiency and reduce errors

• Proactively diagnose operational bottlenecks (e.g., manual report delays, compliance gaps), and take improvement measures every quarter

• Ensure compliance with all laws and regulatory requirements related to trust management

• Collaborate with internal and external stakeholders to enhance customer experience and operating efficiency

[Job Requirements]

• Hold a law, accounting, or business-related science degree, or have relevant professional qualifications (such as TEP or CPA)

• At least 10 years of solid trust management experience, with at least 3 years of management position preferred

• Familiar with trust establishment and daily administrative operations, including trust distribution, addition and subtraction of beneficiaries, trust restructuring process, reporting, etc.

• Have proven leadership and team management skills, including working with colleagues from other departments to complete various tasks

• Open-minded thinking, able to adapt to a constantly changing environment

• Intelligent trust management system

• Have excellent communication and interpersonal skills, with a proactive and positive mindset

• Have fluent written and oral Chinese and English skills, Mandarin is a necessary condition

• Proficient in MS Office and Chinese text processing

• Prioritization for immediate employment