Senior Officer, Trust Services (Hong Kong)

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