Senior Associate, Trust Services

Senior Associate, Trust Services

Office       Hong Kong

Key Responsibilities

  • Supporting business development of trust services – attend to clients’ enquiries, and assist with preparation of trust proposals/marketing materials for a wide range of trust jurisdictions and different types of trust structures
  • Coordinate with bankers, asset managers, legal advisors and other related parties
  • Establishing new trusts: perform due diligence/KYC on trust structure and all trust-related parties for client on-boarding  
  • Handle bank account opening for underlying companies and prepare documents for trust establishment and asset injection
  • Preparing all necessary documents, incorporating and activating for underlying holding companies
  • Preparing and completing FATCA forms when needed
  • Maintaining and submitting accurate daily timesheets on billable hours
  • Handling any ad hoc duties as assigned

Qualifications and other requirements

The successful candidate should possess the following:

  • At least 4 years of relevant experience in the trust industry
  • Degree in Business Administration, Law, Accounting or related disciplines
  • Working towards professional qualification in Society of Trust and Estate Practitioners (STEP) is highly advantageous
  • Extensive network in legal, taxation and trust area
  • A team player with good stakeholder management skills
  • Self-motivated and strong attention to details
  • Good customer services  and communication skills
  • Excellent analytical skills
  • Keen to work in a challenging, fast paced and dynamic environment
  • Excellent computer skills especially in MS Word and Excel
  • Professional fluency in written and oral English with a good command of Mandarin proficiency is mandatory

Hong Kong

Vistra (Hong Kong) Limited, 19/F, Lee Garden One, 33 Hysan Avenue, Causeway Bay, Hong Kong
+852 2521 3661
+852 2845 9198

How to apply

If you meet the requirements, please send your detailed CV (English) to;

Celestina Cheung
+852 2848 0201