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Senior Associate, Private Client @ Vistra

HKGOnsiteFull-time
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About this role

Key responsibilities:

• Support Trust Relationship Managers by delivering a full suite of trust and corporate services to clients • Facilitate and coordinate with different service providers and professional advisors to complete client’s requests and instructions • Processing of bank account opening documents, credit facilities, insurance transfer/purchase documents, distribution requests • Conduct administrative reviews on existing trust and company structures such as periodic reviews and transaction monitoring • Comply with the Group’s internal control and audit standards • Participate in ad hoc projects or matters Key requirements:

• STEP Diploma professional certification would be an advantage • At least 1-3 years of trust administration experience • Strong knowledge of the trust regulatory and compliance regime • Detail oriented, with the ability to work under pressure and minimum supervision • Strong work ethics, professional, approachable, results oriented

Skills

trust administrationinternal controltransaction monitoring

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