Investment Oversight: Collaborate with investment managers to monitor and evaluate investment strategies, performance, and risk profiles of trust assets. Provide recommendations and guidance to clients on investment decisions, ensuring alignment with their specific goals and risk tolerances.
Compliance and Risk Management: Ensure compliance with all applicable laws, regulations, and internal policies related to trust and fiduciary services. Develop and implement effective risk management strategies to mitigate potential risks and safeguard client assets.
Client Relationship Management: Serve as the primary point of contact for our investment banking clients, building strong relationships and providing superior customer service. Understand their unique needs and objectives, and proactively offer tailored solutions and guidance.
Account Administration: Oversee the day-to-day administration of trust and fiduciary accounts for our investment banking and global fund clients. This includes managing account opening and closing, executing transactions, maintaining accurate records, and coordinating with internal and external stakeholders to ensure smooth operations.
Documentation and Reporting: Prepare and review legal and administrative documents, including trust agreements, investment management agreements, and regulatory filings. Generate accurate and timely reports for clients, trustees, and regulatory authorities as required.
Team Collaboration: Collaborate with internal teams, such as legal, compliance, risk management, and operations, to ensure seamless service delivery and effective resolution of issues. Share expertise and contribute to the continuous improvement of processes and procedures.
Hold a degree or higher qualification.
Possess a minimum of 5 years of work experience in trustee/fiduciary/compliance roles within fund and securities services, investment management or banking industry
Demonstrate a strong understanding of SFC authorized funds or pension funds, along with knowledge of relevant regulatory requirements.
Capable of working independently within a small team environment and delivering results under tight deadlines.
Display excellent teamwork skills, project management abilities, and effective communication skills.