Senior Associate (Administration) - Private Clients

Added
23 days ago
Type
Full time
Salary
Salary not provided

Related skills

compliance onboarding kyc aml trust

πŸ“‹ Description

  • Manage a diverse portfolio of trust structures and client relationships.
  • Fulfill trustee responsibilities: resolutions, distributions, account coordination, letters of
  • Maintain accurate client records and documentation.
  • Oversee onboarding/due diligence for new clients and structures.
  • Ensure compliance and AML controls to protect clients' interests.
  • Collaborate with bankers, lawyers, accountants and advisers for smooth client service.

🎯 Requirements

  • Strong organisational and client relationship skills; risk awareness and compliance.
  • Excellent communication and interpersonal abilities.
  • Proactive, adaptable, organized with multiple priorities.
  • Team player with client-service focus.
  • Knowledge of trust/corporate structures, investments, accounting, tax, regulation helpful.
  • English and Mandarin proficiency; attention to detail and integrity.

🎁 Benefits

  • Competitive salary
  • Private Pension Plan
  • Private medical insurance
  • Annual Salary Reviews
  • Hybrid work arrangement
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