Assistant Manager - Private Clients at Ocorian

Hong Kong, Hong Kong Island, Hong Kong S.A.R. -

Full Time

Start Date

Immediate

Expiry Date

11 Aug, 26

Salary

0.0

Posted On

13 May, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Trust Administration, Compliance, Fiduciary Duties, Client Management, Financial Reporting, Legal Document Analysis, English Proficiency, Mandarin Proficiency, Due Diligence, Corporate Secretarial, Risk Management, Tax Law

Industry

Financial Services

Description

Company Description Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices. With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian. Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise. Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients. Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines. Job Description 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, including money laundering, compliance and relevant legislation. Main Responsibilities To take ownership and 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. Fulfilling the fiduciary duties of a trustee, which includes but is not limited to, attending to trustee resolutions, distributions, trustee declarations, letters of wishes, accounts, periodic and compliance reviews and bank account opening, etc. Administer and manage a growing portfolio of Trust relationships Assisting with onboarding of new Trust structures, including due diligence checks Attend to statutory filings, handle transactions, formation and winding up of corporate structure as well as maintaining statutory records to ensure compliance with applicable laws and regulations. Maintaining the integrity and completeness of the client files and common folders 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 Liaising with external parties such as bankers, lawyers, accountants, EAMs etc Collaborate with internal stakeholders for Trust 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. #LI-EM1 #LI-Hybrid Qualifications A level of technical knowledge to include more complex areas of trust & corporate products, investments, accounting and tax law, legislation and regulation. This includes Discretionary trust, Reserved Power Trust, Revocable/Irrevocable Trust, Private Trust Company (PTC), Employee Benefit Trust (EBT)/Employee Share Option Trust (ESOP) etc. Preferably a member of STEP/ISCA/CGI/HKCGI or working towards these qualifications. Full knowledge of current company and trust legislation, and the local regulatory environment including Hong Kong's regulatory framework for licensed Trust business. This includes a high level of awareness of risk factors and compliance procedures. Excellent client management skills with the ability to handle client’s enquiry professionally, and to identify client's needs, responding to these quickly and effectively. Attentive to details, with strong sense of responsibility and self-motivated. A team player who collaborates with colleagues to form synergy to drive service excellence. Well-developed interpersonal and communication skills (verbal & written) in order to communicate and relate effectively with clients, colleagues, 3rd party service providers, etc Ability to read, analyse and interpret financial reports and/or legal documents Excellent communication skills in both English and Mandarin. Additional Information All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are: We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges. We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be. We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective. We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes. We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships. Equal Opportunities for Everyone Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected]. We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status. Region: APAC Jurisdiction: Hong Kong

Responsibilities

Manage the day-to-day administration of a varied portfolio of trust structures and fulfill fiduciary duties for trustees. This includes handling statutory filings, onboarding new structures, and liaising with external professional parties.