Private Trust Manager

Job Title: Private Trust Manager
Contract Type: Permanent
Location: Hong Kong
Contact Name: Kelsey So
Contact Email: kelseyso@aquissearch
Job Published: February 07, 2020 09:50

Job Description

An established reputable financial services is current looking to hire a Private Trust Manager to join its Trust & Fiduciary Services Department. 


  • To supervise the private trust administration and give technical training to the junior staff 
  • Responsible for daily operations of the Trust Administration Section and ensure all operations are performed accurately and properly according to the Procedures Manual
  • To handle customer’s requests and enquiries in a timely manner
  • To arrange payment/distribution to clients and related parties
  • To liaise with third party on administration of Trusts
  • To ensure timely collection of trustee fees
  • To comply with all applicable regulations, rules, codes, guidelines and standards set by regulators and the Bank, and carry out duties with high integrity
  • Adhere to all established risk control guidelines, procedures and measures to identify, assess, report, mitigate and monitor the risks involved in the day-to-day work


  • University graduate in business, accounting or a related discipline
  • STEP or equivalent professional qualifications is an advantage
  • Passed HKSI Paper 1,7, 8 or equivalent is preferred
  • Preferably with over 10 years of experience in Private Trusts sector covering the following:
  • Good knowledge in trusts operations and able to lead a team to ensure excellent services are provided
  • Good knowledge in customers due diligence and compliance requirements for private trust clients, e.g. FATCA and CRS
  • Good understanding of company secretarial work
  • A team player with good communication skills and compliance/risk awareness
  • Good command of both spoken and written English and Chinese, business Putonghua is preferable

Interested parties, please contact Kelsey at kelseyso @ for a confidential discussion. 

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