Purpose of the job

To manage the day-to-day administration of a varied portfolio of trust structures and to maintain a wide and detailed knowledge and understanding of trust administration generally, to include money laundering, compliance and relevant legislation.

Main responsibilities

Administer a portfolio of client trust structures and to maintain knowledge and understanding of trust administration generally.
Fulfilling the fiduciary duties of a trustee, which includes but is not limited to, attending to trustee resolutions, distributions, letter of wishes, accounts, periodic and compliance reviews
Maintaining the integrity and completeness of the client files and common folders
Administer and manage a growing portfolio of Trust relationships
To observe anti-money laundering, compliance, and relevant legislation.
Assisting with on-boarding of new Trust structures, including due diligence checks

To ensure tasks are completed to the highest possible standards, within the agreed timescales and that the objectives of the Group are fulfilled.
Delivering a responsive, high-quality and excellent service by staying close to the clients and connecting with them
Liaison with external parties such as bankers, lawyers, accountants, EAMs etc
Collaborate with internal stakeholders for relationships that are serviced by multiple jurisdictions

Ensure billing and debt collection is carried out effectively and in a timely manner, including the diligent recording of time-spent on client matters
Undertake other ad-hoc projects as may be required from time to time
Any other such duties that would be reasonably required for this role.

knowledge, skills and experience

Excellent organisational and client management skills. This includes a high level of awareness of risk factors and compliance procedures.
Excellent people management skills to include high level of integrity, excellent written and oral communication skills, and the ability to multi-task.

Professional manner with the ability to relate to persons at all levels, and to identify client's needs, responding to these quickly and effectively.
A level of technical knowledge of trust & corporate products, investments, accounting and tax law, legislation and regulation will be a bonus.
Good time management skills, together with a thorough understanding of client files.
A team player who collaborates with colleagues to form synergy to drive service excellence
Excellent communication skills in both English and Mandarin

Senior Associate (Private Clients)