Assistant Manager/Manager, Trust Administration, CMB Wing Lung (Trustee) Limited

Responsibilities:

• Develop effective working relations with clients and responding promptly and professionally to client requests

• Responsible for handling day-to-day administration of the Trust in accordance with the policies and procedures, which includes investments, distribution, annual trust review, termination and involves in change of trust structure

• Responsible for the BVI / Hong Kong companies’ administration such as activation / change of director / shareholder / secretary, BVI economic substance reporting, BVI fees payment

• Responsible for issuance of fee invoices to clients and monitor the fee collection status

• Understand clients’ needs and seek to continuously meet with them and enhance service level

• Demonstrate strong commitment towards Trust Services and expertise in trust administration and other matters in relation thereto

• Give inputs and suggestions in the workflow enhancement during Trust Procedural Manual review and assist in reviewing trust templates for the Team

• Work with team members to enhance both trust service standard and streamline workflow for trust administration

• Contribute towards the business as a whole in identifying process improvements, including improvements in policies and procedures and any other service innovation changes that would improve the client experience

• Other ad-hoc duties as assigned

Requirements:

• Bachelor degree or above, with Business Administration or Accounting preferred

• 5 years or above working experience in financial institution or professional firm, preferably with trust administration experience

• Less experienced candidates will be considered for Assistant Manager or Manager

• Member of HKCGI /Society of Trust and Estate Practitioner will be an advantage

• Willing to challenge status quo and apply non-conventional way to work to support the trust business

• Possess good inter-personal skills, and is willing to take up additional responsibilities

• Good team spirit, with good analytical and communication skills

• Proficient in both Chinese and English, both written and spoken (Putonghua is preferred)