Summary and Overview

• Trust Officer/Administrator
• Hong Kong 
• Permanent
• Full Time 
• Competitive Salary & Benefits

You'll assist our Business Development, Sales and Client Service teams with onboarding our clients. 

Your New Role

This list of duties is not exhaustive and may change from time to time according to business needs:

• Assist with the preparation of quotations and proposals in English and simplified
  Chinese
• Provide support to the Business Development, Sales and Client Service teams with collecting customer due diligence documents and be familiar with regulatory requirements
• Liaise with clients to follow up on outstanding customer due diligence
  documents
• Input client information on our business systems including Salesforce
• Perform risk screening and Internet searches on prospective clients
• Provide general support to teams when winning new client mandates
• Assist the teams with reporting from time to time
• Liaise with Senior Management and organize business acceptance meetings
• Present low risk cases to the Business Acceptance Committee
• Store information after business acceptance in the appropriate manner
• Assist with the billing of new clients
• Ensure your own time spent on all tasks is properly recorded
• Liaise with external vendors in order to incorporate new client entities
• Follow up with vendors where necessary
• Ensure compliance is met with company standards, policies and procedures

What will you need to succeed in this role?

As to be expected, we are searching for someone who can bring a range of skills and experiences to enhance the team. As such, there are a few essential skills we are looking for:

• Proficiency in English, Mandarin and Cantonese
• Experience in sales support
• Good communications with team members across different departments 
• Good coordination skills 
• Excellent computer skills in MS Office and Chinese word processing

Personal attributes which would be seen in the ideal applicant include;

• Able to work independently within tight timeline
• Strong interpersonal & communication skills
• Outgoing and confident
• Multitasking and detailed oriented
  

Equiom Group

For more than 45 years we have supported high net worth individuals and international corporations to nurture and fulfil their ambitions. We are a global professional services provider, working with private clients, corporate clients and funds to navigate the twists and turns to achieve their ambitions.

We are proactive and passionate. We provide exceptional service to develop deep and meaningful client relationships, providing an unrivalled breadth of bespoke end-to-end wealth protection and business support services.

We are a business which has expanded, allowing us to adapt quickly to change and invest in key areas to support our growth journey. We are looking for brilliant people to join our team to grow and develop with us.

What should you do now?

If you are interested in this role, please Apply Now. If you have read the above and are unsure about whether this is for you; maybe you can do most of the responsibilities, or you have some of the key skills, please get in touch for a confidential conversation about the role and we can discuss further.

Equal Opportunities

Equiom Group is committed to Diversity and Inclusion across our Global business. We welcome applicants from all interested parties, and any reference to qualifications or certifications should be read to be interchangeable with local or international qualifications and certifications. All applications will be reviewed solely on their merits. All recruitment and selection will be conducted in accordance with prevailing Employment and Equality legislation.