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Senior Officer, Trust Services (Hong Kong)

Amethyst PartnersHong Kong

30+ days ago

Job description

Key Responsibilities :

To provide broad range of services covering mainly family trust and ESOP trust;
Setting up relevant trust structure and handling annual maintenance including company secretarial support for companies or vehicles under the trust structure;
Attend to clients’ enquiries, including PRC clients and prepare trust proposals / marketing materials based primarily on Hong Kong trust laws;
Coordinate with banks / financial institutions, asset managers, legal and tax advisors, stockbrokers and other related parties;
Handle bank account opening for clients and underlying companies, and prepare documents for trust establishment, asset injection and other trust administration matters;
Assist to review all trust documentation relating to family trust and ESOP services;
Assist to prepare all necessary documents, incorporating and managing underlying asset holding companies;
Handle any ad hoc duties as assigned.

Key Requirements

Bachelor’s Degree in accounting or business studies or similar discipline;

Hands-on experience in the provision of trust services covering either or both family and ESOP trust;

Knowledge in private company secretarial practice and trust compliance requirements based on Hong Kong laws;

Excellent customer services and communication skills, with strong command in both written and spoken English and Chinese including Mandarin;

Proficiency in Microsoft Excel, Word Office and Power Point;

Knowledge in Viewpoint is a plus

Hong Kong • Hong Kong