Analyst, Global Trustee and Fiduciary Services

We are currently seeking a high calibre professional to join our team as a Analyst, Global Trustee and Fiduciary Services

In this role you will

• Support the Team Manager in executing trustee responsibility, ensuring alignment with fiduciary obligation and investor protection requirements
• Assist with oversight and monitoring whether client investment funds are operating in accordance with relevant rules and regulations as prescribed by the MPFA, SFC, HKMA Regulations and the constitutional documents of the funds
• Support the investment restriction monitoring and financial statement review functions
• Provide support in incidents management, breaches and non-compliance issues monitoring
• Ensuring prompt and effective responses to inquiries from fund manager / operators / regulators, consulting internal stakeholders and risk stewards as appropriate
• Support regularly reviewing and updating internal regulatory mapping files, delegation documentation, and internal procedures to maintain robust governance frameworks
• Provide administrative support in external client reporting and internal management reporting

To be successful you will need

• The role can be performed only by a Licensed Representative licensed for SFC Regulated Activity Type 13 (i.e. RA13 license). If not already licensed as such, the role holder must be capable of fulfilling the licensing conditions relevant to RA13 including passing the relevant examination/s and having the relevant professional qualifications and/or industry experience
• Basic understanding of investment funds, fund operations and financial-services processes
• Awareness of the Hong Kong regulatory environment, including the roles of the MPFA, SFC and HKMA, is desirable
• Good organizational and administrative skills, with the ability to manage trackers, records and deadlines
• High degree of computer literacy
• Excellent numeric and analytical skills with strong attention to detail
• Strong team working ability; open to new ideas and confident in sharing thoughts and proposals in team discussion
• Clear understanding of importance of effective customer service internally and externally