Assistant Manager, Trustee Services

at  Standard Chartered

JOB SUMMARY

The Financing & Securities Services (FSS) business has a unique footprint in Asia, Middle East, and Africa, and offers a growing range of products, including direct custody, international custody, funds services, trustee services, transfer agency, prime services, and agency securities lending, to a number of client sectors including banks, investors, intermediaries, sovereigns, fund managers insurance companies and corporates.

The jobholder is responsible for assisting Trustee Services in Hong Kong to provide administrative and operational support to ORSO schemes/MPF schemes/funds which is in compliance with statutory requirements and scheme governing rules.

• Provide support to Associate Director/Director for providing ORSO and MPF trustee services related tasks.
• Assist Trustee Services to ensure the fulfilment of the fiduciary duties of trustee under ORSO and MPF regimes.
• Ensure compliance with the legislation and governing rules of the ORSO and MPF schemes/funds under the trusteeship of SCT.
• Works collaboratively with members of the FSS, Financial Markets (FM), Client Coverage (CC), Operations teams to ensure cross-product, cross-business opportunities are realised

QUALIFICATIONS

The jobholder will have been educated to degree level with at least 5 years of relevant working experience.

Additionally:

• Experience in performing daily operations of a retirement scheme / unit trust, including cash / bank reconciliations.
• Familiar with individual ORSO, pooling ORSO and MPF operations.
• Knowledgeable in eMPF platform.
• Advanced knowledge in computer literacy.
• Independent, self-motivated, pro-active and mature. Willing to work late.
• Willing to take on new challenges and work under pressure.
• Strong interpersonal and communication skills.
• Licence holder of RA13 under SFC would be a plus.
• Proficiency in written and spoken Cantonese and English. Mandarin would be a plus.

ABOUT STANDARD CHARTERED

We’re an international bank, nimble enough to act, big enough for impact. For more than 170 years, we’ve worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you’re looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can’t wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you’ll see how we value difference and advocate inclusion.

Together we:

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

RESPONSIBILITIES

• Handle general enquiries with counterpart such as clients, scheme administrators, other functions teams, members, external parties in respect of the scheme operations.
• Deal with enquiries that relate to scheme operations, accounting and financial aspects.
• Acts as a liaison to clients and service providers for administrative and operational matters.
• Prepare and review scheme communication materials.
• Prepare and submit regulatory reports and returns.
• Assists to review and update internal procedure manual on regular basis.
• Assists to monitor performance of service providers.
• Assists in ad hoc tasks.
• Assists the business to internal and external constituents as the business representatives on fiduciary matters
• Drives consistent trustee’s standards of performance and output across all types of schemes/funds products.
• Maintains primary contact to the relevant stakeholders.
• Oversees trustee operation outsourcing, coordinate and execute all required due diligence on 3rd parties e.g. client, service providers, vendors and agents and ensure internal procurement protocols and procedures are observed and complied with.

The jobholder is responsible for assisting Trustee Services in Hong Kong to provide administrative and operational support to ORSO schemes/MPF schemes/funds which is in compliance with statutory requirements and scheme governing rules.

• Provide support to Associate Director/Director for providing ORSO and MPF trustee services related tasks.
• Assist Trustee Services to ensure the fulfilment of the fiduciary duties of trustee under ORSO and MPF regimes.
• Ensure compliance with the legislation and governing rules of the ORSO and MPF schemes/funds under the trusteeship of SCT.
• Works collaboratively with members of the FSS, Financial Markets (FM), Client Coverage (CC), Operations teams to ensure cross-product, cross-business opportunities are realise