What Jobs are available for Trust And Will in Hong Kong?

Responsibility

Assist department head regarding daily operations of the Trust company by delivering a full suite of trust and corporate services to clients

Liasie and streamline the workflow proactively with regulators, clients, sales team, group internal parties and other stakeholders in compliance with regulatory requirements

Follow the company's governance structure, policies, and internal control, including KYC, AML and risk management procedures

Design marketing materials, i.e. presentation deck, brochure, etc. and manage social media platform with Group marketing team

Conduct seminars or events for local and overseas channels, i.e. Mainkand China, Taiwan, Korea, Japan, Thai etc.

Participate in ad hoc projects or matters

Requirement

Higher Diploma or above

Minimum 2 years relevant experiences in trust company or insurance industry

Responsible, diligent and well-organized

Detail oriented, with the ability to work under pressure and minimum supervision

Good command of both spoken and written English and Chinese; Fluent in spoken Mandarin is an advantage

Proficiency in PC software, e.g. Microsoft Word, Excel, and Chinese typing

Excellent communication and interpersonal skills

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

Full-time

We are seeking high-calibre and self-motivated candidates to join our Trust Operation Department as full time. This position is responsible for proactive offshore company establishment, maintenance and trust account set up.

Job Responsibilities

• Collaborates with the Registered Agent for offshore company establishment and maintenance;
• Assists clients with filling and documents update to Registered Agent and Authority in timely manner;
• Preparing operation documents of offshore company and trust establishment;
• Assists clients with formation of new trust accounts, preparing operation and documents;
• Assists securities and bank account opening process for trust account;
• Facilitates the process of transferring funds and assets of trust;
• Ensures account is in compliance with legal and regulatory requirement relating to governing documents;
• Assist in projects and regulated KYC/due diligence reviews and conduct KYC/due diligence to client;
• Maintain the proper filing system of contracts and operation documents; and
• Handle ad hoc tasks as assigned from time to time.

Job Requirements

• A business, Finance, Law, Accounting, Business/Administration degree in Hong Kong or any major common law jurisdiction, with experience of having passed the financial related qualification exams will be an advantage;
• Good written and spoken English and Chinese, fluent in Mandarin Chinese;
• Good computer literacy and research skill; and
• Attention to detail, organised and self-motivated.

Benefits & Others

Well trained system

Five-day work week

Medical & Dental Insurance

Performance Bonus

Interested parties please send us your resume with your latest and expected salaries.

All information received will be used for recruitment purpose only and will be treated as strictly confidential.

Applicants not hearing from us within four weeks from the date of advertisement may consider their applications unsuccessful. All personal data of unsuccessful applicants will be destroyed after the recruitment exercise when no longer required.

About the Role

Seeking a motivated and detail-oriented Trust Administrator to join the Hong Kong office. This role offers the opportunity to work closely with clients, intermediaries, and internal teams in managing a diverse range of private trust structures and related entities across multiple jurisdictions.

Key Responsibilities

• Draft and review trust deeds, letters of wishes, and other relevant trust documentation independently.
• Liaise with clients and intermediaries to establish private trusts in Hong Kong and various offshore jurisdictions.
• Oversee the ongoing administration of trust structures, foundations, offshore companies, and private client mandates.
• Manage the end-to-end trust establishment process, including fee invoicing, recognition, and collection of KYC documentation for client and intermediary onboarding.
• Handle routine trust transactions such as trust set-up, asset injections, bank account openings, restructurings, distributions, jurisdictional changes, and terminations.
• Ensure all new business onboarding and commercial activities adhere to applicable laws, regulatory requirements, and internal compliance standards.
• Support monthly billing processes and maintain accurate trust records.

Qualifications & Skills

• Bachelor's degree in Law, Finance, Accounting, Business Administration, or a related discipline.
• 3–5 years of relevant experience in trust administration, preferably within a professional services environment (candidates with less experience will also be considered).
• Solid understanding of private trust services and fiduciary operations.
• Strong attention to detail, proactive work ethic, and the ability to manage tight deadlines independently.
• Excellent interpersonal and communication skills for client and stakeholder engagement.

Responsibilities:

• Will be assigned a portfolio of trusts, both private and corporate trusts (ESOP/EBT)
• Work closely with trust relationship managers to maintain client relationship
• Assist with drafting and reviewing trust deeds and various related trust documents
• Oversee day to day administration of all fiduciary related functions at trust and underlying company levels
• Ensure all administration,legal and compliance requirements are met,identify any legal,investment or tax issues in relation to trusts and underlying companies under administration
• 协助处理综合信托服务,包括私人信托和公司信托(ESOP/EBT)
• 与信托关系经理密切合作,以维护客户关系
• 协助起草和审查信托契据和各种相关信托文件
• 监督信托和基础公司层面所有信托相关职能的日常管理
• 确保所有行政、法律和合规要求得到满足,确定与受托管理的信托和基础公司有关的任何法律、投资或税务问题

Skills:

• Degree holder in accountancy, business, legal or related discipline
• Qualifications such as STEP, company secretary or CPA are desirable
• Minimum 2 years hands on experience in major bank or professional services provider
• Excellent communication and interpersonal skills
• 技能:
• 会计、商业、法律或相关学科的学位持有者
• 最好持有如STEP、公司秘书或CPA等资格证书
• 在主要银行或专业服务提供商至少有 2 年的工作经验
• 优秀的沟通和人际交往能力
• 较强的分析和解决问题的能力
• 自我激励,注重细节,以客户服务为导向
• 独立工作和团队合作的能力
• 英语和中文(普通话和/或粤语)熟练

We never ask for any kind of payment as part of our selection process, and we always contact candidates via our corporate accounts and platforms. If you are approached for payment or asked to make a purchase, this is likely to be fraudulent. Please check to see whether the role you are interested in is posted here, on our website.

ABOUT TMF GROUP

TMF Group is a leading provider of administrative services, helping clients invest and operate safely around the world. As we're a global company with 11,000+ colleagues based in over 125 offices across 87 jurisdictions, we actively seek out people with the talent and potential to flourish at TMF Group, whatever their background, and offer job opportunities to the broadest spectrum of people. Once on board we nurture and promote talented individuals, making sure that senior positions are open to all.

Key Responsibilities

• Prepare trust documents and assist in trust administration.
• Ensure all control measures relevant to the job responsibilities are undertaken to minimize risk exposure.
• Assist in new business on-boarding process.
• Handle invoicing and debt collection processes.
• Assist in FATCA and other ad-hoc projects.
• Handle general enquiries from clients.

Key Requirements

• Degree holder in Business Administration related discipline.
• 1 - 3 years relevant experience gained from professional firms is an advantage.
• Fresh graduate are welcomed to apply.
• Meticulous, well-organized, and self-motivated with positive working attitude.
• Good command of written and spoken English and Cantonese.

We offer competitive remuneration package including

• 13-month salary + discretionary bonus
• Hybrid working arrangement & work life insurance
• Study and examination leaves
• Dental, optical and medical coverage

Personal data collected will be used for recruitment purposes only and will be treated in strict confidence. Applicants not invited for interview within 4 weeks may consider their applications unsuccessful and all information submitted will be destroyed.

Job description

Some careers open more doors than others.

If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world's most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

We are currently seeking a high calibre professional to join our team as a Project Manager, Trust.

Principal Responsibilities

In this role you will

• Drive project delivery proactively, balancing scope, schedule, interdependencies, budget and risks
• Manage E2E delivery, coordinating between business stakeholders, 2LOD and technology teams to deliver E2E value to the business and drive adoption
• Ensure awareness, involvement and support from key stakeholders by building strong project teams and maintaining robust communications on the project status throughout its lifecycle
• Ensure risks and issues are identified, managed closely and remove project blockers from the team
• Develop various project documentation to stakeholders (e.g. Project Plan, Status Report, Implementation checkpoints)
• Participant in various governance forums, discuss, support and lead in presenting the key project progress, annual technology plan, risk, issues and escalations
• Drive all stakeholders to deliver on time and to the required quality standards
• Make key decisions to ensure the successful implementation of all initiatives and contribute to post implementation reviews to demonstrate success and progress of projects

Requirements

To be successful you will need

• Proven experience in project management within the banking financial or trust industry, with a focus on process re-engineering, regulatory projects or risk control related projects
• Strong stakeholder management skills through effective communication, business case presentation and influencing
• Proven problem-solving skills with ability to consider alternative and lateral solutions, with the ability to anticipate challenges
• Ability to prioritize and work independently under pressure within a team environment
• Ability to use strong judgmental skills to identify and resolve complex problems whilst adhering to timelines and quality of output
• Fluency in Cantonese and English

Opening up a world of opportunity

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

Job description:

• Independently drafting of trust deeds, letter of wishes and relevant documentation
• Deals with clients and Intermediaries in setting up private trusts in Hong Kong and other offshore jurisdictions
• Maintenance and administration of trusts structures, foundations and offshore companies and private client mandates
• Managing end-to-end process in the establishment of Trust, including: invoicing and fee recognition, KYC information and documents for new client/intermediary onboarding purpose
• Handle standard trust transactions, including trust set-up, asset injections, bank account opening, restructuring, declaring distributions, change of deed's jurisdiction and terminations, monthly billing
• Ensuring that commercial activities and new business onboarding comply with relevant laws, regulations and internal policies and standards

Job requirements / qualifications:

• Degree holder in law, finance, accounting, business administration related discipline
• 3-5 years' related experience in professional firms handling trust administration preferred (less experience will also be considered)
• Company secretarial administration and trust account experience is desirable
• Good knowledge of private trust related services
• Excellent attention to details, pro-active, good interpersonal and communication skills, able to work independently in delivering quality works and meeting tight deadlines
• Good command of written and spoken English and Chinese, especially Mandarin
• Proficient in Microsoft office suites including Word, Excel, Chinese word processing
• Immediate availability is desirable

Our client is looking for an experienced trust administration professional to join their team in Hong Kong.

Responsibilities:

• Manage a portfolio of client relationships for daily operations and maintain relationships with related trust parties
• Ensuring client satisfaction by way of day to day administration of trust and underline entities and trust assets, whilst complying with all relevant policies and procedures and regulatory requirements
• Comply with all cross border guidelines and support team members

Requirements:

• At least 7 years' relevant experience in legal, accounting, tax or audit industry
• STEP (Society of Trust & Estate Practitioners)
• Degree holder in Law, Accounting, Business Administration or related discipline
• Good command in spoken and written in English and Chinese (Mandarin and Cantonese an advantage)

Desired Skills and Experience
Requirements:

At least 7 years' relevant experience in legal, accounting, tax or audit industry

STEP (Society of Trust & Estate Practitioners)

Degree holder in Law, Accounting, Business Administration or related discipline

Good command in spoken and written in English and Chinese (Mandarin and Cantonese an advantage)

1. Will be assigned a portfolio of trusts, both private and corporate trusts (ESOP/EBT)

2. Work closely with trust relationship managers to maintain client relationship

3. Assist with drafting and reviewing trust deeds and various related trust documents

4. Oversee day to day administration of all fiduciary related functions at trust and underlying company levels

5. Ensure all administration,legal and compliance requirements are met,identify any legal,investment or tax issues in relation to trusts and underlying companies under administration

Skills

1. Degree holder in accountancy, business, legal or related discipline

2. Qualifications such as STEP, company secretary or CPA are desirable

3. Minimum 2 years hands on experience in major bank or professional services provider

4. Excellent communication and interpersonal skills

5. Trust AM with accounting background expertise