Relationship Management Senior Associate

Job Title: Relationship Management Senior Associate
Contract Type: Permanent
Location: Hong Kong
Reference: 6_121018
Contact Name: Peggy Khoo
Contact Email:
Job Published: October 12, 2018 13:00

Job Description


  • Accountable for ensuring effective administration of all/a portfolio of personal trust accounts – estates, trusts, investment administration within the regional market
  • Reviews trust agreements in setting up accounts to determine fiduciary responsibilities
  • Primary relationship manager for a portfolio of accounts
  • Develop strong internal and external networks and referral sources
  • Develop and implement strategies to increase the scope of services to existing and potential clients
  • Accountable for meeting or exceeding the regional client experience standards for trust and estate administration, investment administration etc
  • Perform CDD/KYC on trust structures for clients on-boarding, not limited CDD checklist, KYC processes and FATCA when necessary


  • Degree in banking, finance, accounting, business, mathematics, sciences, or related discipline or any other relevant professional certifications such as society of trust and estate practitioners (STEP)
  • Min. 3 years of working experience in mutual funds, unit trusts trustee, corporate services, fiduciary, professional firm, banking

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