Manager of Trust and Corporate Administration

AdministrationAdministrationFull TimeRemoteJuniorTeam 5,001-10,000H1B SponsorCompany SiteLinkedIn

Location

Hong Kong

Posted

4 days ago

Salary

0

Seniority

Junior

English

Job Description

Manager of Trust and Corporate Administration

CSC

Manager of Trust and Corporate Administration Job Location - Hong Kong Shift - Monday - Friday, 9.00am - 6.00pm Work mode – Hybrid Manager, Trust and Corporate Administration is responsible for the day to day administration and ongoing management of a portfolio of trust and corporate structures for high net worth individuals (HNWIs) and families. This role ensures robust fiduciary governance, regulatory compliance, and high quality client service, while acting as a key point of contact for clients, professional advisors, bankers and internal stakeholders. Key Responsibilities Trust & Fiduciary Administration - Manage a portfolio of discretionary family trusts, private trust companies (“PTCs”), employee benefit trusts (“EBTs”), purpose trusts and their underlying companies, ensuring compliance with trust deeds, internal policies, compliance and statutory requirements. - Handle setting up, restructuring and closure of trusts and their underlying companies throughout their entire life cycles. - Exercise trustee duties responsibly, including annual reviews with clients, loans and distributions to beneficiaries and interpretation of trust provisions. - Draft and/or review trust and corporate documentation, including but not limited to trust deeds and deeds for subsequent changes, letter of wishes and various resolutions and agreements, ensuring accuracy, duty of care and adherence to fiduciary standards. Client Relationship Management - Act as a primary relationship contact with clients and/or their professional advisors (lawyers, accountants, investment advisors, bankers). - Build and maintain strong long‑term relationships with clients and different stakeholders with focus on service excellence, responsiveness, and risk awareness. - Participate in meetings with clients and different stakeholders, prepare meeting notes, and follow through on agreed actions. Governance, Risk & Compliance - Ensure compliance with Hong Kong and Offshore Trust Ordinances, AML/CTF requirements, CRS/FATCA, sanctions, and CSC internal governance frameworks. - Identify, assess, and escalate fiduciary, financial crime, and reputational risks appropriately. - Support annual trust reviews, regular file reviews, regulatory enquiries and internal risk assessments. Team & Portfolio Management - Provide technical guidance, oversight, and mentoring to Trust Officers and Administrators. - Review work prepared by junior staff, ensuring accuracy, completeness, and quality. - Assist the Director with workflow planning and capacity management. Transactions & Ongoing Administration - Oversee capital and income distributions, asset acquisitions/disposals, loan arrangements, and bank account operations, etc. - Liaise with internal teams within CSC to ensure seamless services. - Monitor trust assets and service providers, ensuring proper documentation and approvals. Business Support & Development - Assist with new client onboarding, including fee proposals, engagement letters and client acceptance controls. - Identify opportunities for cross-selling services within the CSC group. - Contribute to process improvements, knowledge sharing, and best‑practice initiatives within the Private Client Services team. Key Requirements Professional Experience - 8 to 12 years’ experience in trust and corporate services field, with at least 3–5 years at a managerial level. - Solid experience managing complex HNWI / family structures in Hong Kong or other jurisdictions e.g. BVI, Cayman Islands, Jersey and Guernsey. - Exposure to PTCs, EBTs, investment holding structures, and cross‑border families is highly desirable. Qualifications - Bachelor’s Degree in Law, Accounting, Business, or related discipline. - Professional qualifications such as STEP (TEP/Associate), HKCGI (Associate), or equivalent are strongly preferred. Technical Knowledge - Strong knowledge of trust law, fiduciary duties, and governance principles. - Working knowledge of Hong Kong and BVI AML/CTF, CRS/FATCA, and regulatory expectations gain from trustee companies. - Commercial understanding of investments, private wealth structuring, and family governance. Skills & Competencies - Strong analytical and problem-solving skills, sound judgement and risk awareness, highly organized and detail-orientated with good decision making and time management skills. - Able to work effectively and independently, take accountability to deliver solutions and results. - Possess excellent communication, interpersonal and organizational skills. - Excellent written and spoken English, Cantonese and Putonghua is highly advantageous. - Client‑focused mindset with the ability to manage demanding stakeholders. - Proven ability to lead, mentor, and review junior staff. - Embrace to Teamwork with Tenacity, Agility, Genuine and Fierce Client Spirit so as to provide excellent Service to our clients. About Us CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.® Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other. CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued. CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers. We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging, CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC. We encourage candidates to apply directly to our website and not through third-party sources. Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications. About the Team At CSC®, we’re always looking ahead, finding ways to innovate, challenge the status quo, and anticipate the needs of our clients. We exceed expectations by adapting client ambitions and goals as our own. This Fierce Client Spirit has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 125 years. It’s also the reason we’re the trusted partner of many of the world’s most successful organizations. CSC is committed to attracting, developing, and retaining talented people whose values align with ours. We empower our colleagues to bring the right solutions to market to meet client demand. That’s why we are the leading provider of business administration and compliance solutions. - CSC is a great place to work with smart and dedicated people. - We have won several employer recognition awards, including Top Workplace USA, Great Places to Work India, and Built In’s Best Places to Work. - We offer fulfilling work and career opportunities. Most positions are filled with internal moves and employee referrals. - Employees are eligible for Success Sharing, bonuses, or commission plans based on role and individual performance. - CSC offers a competitive and comprehensive benefits package that includes annual leave, tuition reimbursement, referral bonuses, and more. - As business needs allow, CSC offers hybrid or remote work schedules in alignment with local regulations. Specific details for this position will be discussed during the interview process.

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