A team player to join and support trust relationship managers in daily administration of trust mandates.
· Assist the trust relationship managers in the daily administration of the trust mandates, including but not limiting to
- Processing of the bank account opening documents, credit facilities, insurance transfer/purchase documents
- Processing of distribution requests, including name screening.
- Preparing of trustee and company minutes and resolutions where required
· Updating of records in trust system and upkeeping good accurate records of trust relevant parties information as well as trusts and/or company activities
· Assist and support in trust review preparation (if call for), review of trust deeds, letter of wishes, fees etc if required for BAU processing
· Contribute efforts for ad hoc projects
· Act in accordance with core values (Lasting Value, Integrity, Forward-looking, Respect, Responsibility) of the organization, and demonstrate the highest standards of business and personal conduct.
Requirements:
· Min Degree/Diploma holders
· At least 1-3 years in trust administration
· Team player
· Meticulous and have an eye for details
· Proficiency in Chinese is required as this role requires to deal with internal Chinese stakeholders
