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Leadingnation Hiring! Full Time Trust Officer - Assistant Manager – Trust Administration in Hong Kong - Ricebowl

Trust Officer - Assistant Manager – Trust Administration

Leadingnation

Undisclosed

Hong Kong

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Working Location

  • Hong Kong Hong Kong Hong Kong

Job Description

Responsibilities

Introduction

We are looking for a trust administration professional to independently manage a portfolio of private trusts or corporate trusts, employee share plan (ESOP/RSU) trust structures. You will handle the day-to-day administration of trusts and underlying companies, regulatory filings, and client relationship support, while working closely with legal, tax, and banking teams. This role offers a genuine career path in fiduciary services, cross-border compliance, and wealth succession.

Key Responsibilities
Trust & Underlying Company Administration

  • Independently maintain and administer a portfolio of private trusts, corporate trusts, and employee share plan structures (including ESOPs/EBTs)
  • Handle day-to-day administration including drafting resolutions and minutes, fund transfers, share vesting, and updating bank signatories
  • Assist in drafting and reviewing trust deeds and related legal documents
  • Handle distribution, transfer, and termination of trusts
Compliance & Regulatory Filing

  • Responsible for FATCA/CRS reporting, Economic Substance filing, and Director Information (DI) filing
  • Conduct KYC/CDD reviews and due diligence, identifying legal, investment, or tax issues relating to trusts and underlying companies under administration
  • Participate in compliance restructuring projects and high-risk client reviews
Client Relationship & Business Support

  • Work closely with trust relationship managers to maintain and grow relationships with high-net-worth clients
  • Support client onboarding, including preparing proposals, engagement letters, and trust documentation
  • Liaise with legal advisors, tax advisors, auditors, and custodian banks on an ongoing basis
Financial & Fee Administration

  • Maintain trust accounts and perform reconciliations; support annual audits and tax filings
  • Manage fee arrangements and invoicing
Requirements

  • Degree holder in accountancy, business, law, or a related discipline
  • Minimum 2 years of experience in trust administration, corporate secretarial work, or related financial services (experience with employee share plans/ESOP is a plus)
  • Familiar with FATCA/CRS reporting and KYC/AML/CDD processes
  • Detail-oriented with strong stakeholder coordination and independent working ability
  • Fluent in English; Cantonese/Mandarin proficiency depending on business needs
What We Offer

  • Hands‑on exposure to diverse trust structures including private trusts, family trusts, and employee share plans
  • Clear career progression path (Officer to Senior Officer to Manager to Trust Director)
  • Cross-functional growth environment working alongside legal, tax, and banking professionals
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