Senior Associate, Private Client
Vistra · Hong Kong
Key responsibilities:
- Support Trust Relationship Managers by delivering a full suite of trust and corporate services to clients
- Facilitate and coordinate with different service providers and professional advisors to complete client’s requests and instructions
- Processing of bank account opening documents, credit facilities, insurance transfer/purchase documents, distribution requests
- Conduct administrative reviews on existing trust and company structures such as periodic reviews and transaction monitoring
- Comply with the Group’s internal control and audit standards
- Participate in ad hoc projects or matters
Key requirements:
- STEP Diploma professional certification would be an advantage
- At least 1-3 years of trust administration experience
- Strong knowledge of the trust regulatory and compliance regime
- Detail oriented, with the ability to work under pressure and minimum supervision
- Strong work ethics, professional, approachable, results oriented