A leading financial institution is seeking a seasoned professional to oversee trustee services for investment funds. The role involves managing client relationships, ensuring regulatory compliance (including Type 13 regulated activity), and enhancing governance frameworks.
Key Responsibilities:
- Lead client engagement across fund lifecycle events including launches, policy changes, and trustee approvals.
- Oversee fiduciary duties, validate fund operations, and monitor service provider performance.
- Support audits, enhance governance policies, and manage onboarding and RFP processes.
- Drive business development by identifying client needs and market opportunities.
- Collaborate with internal teams to ensure service excellence and regulatory compliance.
- Represent the firm in industry meetings and regulatory consultations.
Requirements:
- Bachelor's degree or above in a relevant discipline.
- Minimum 10 years of experience in trustee and fund services.
- Holder of relevant SFC license or HKSI exam pass (Paper 1, 7, 19).
- CPA qualification preferred.
- Strong presentation, project management, and regulatory knowledge.
- Excellent command of English and Chinese
