International Private Bank, Wealth Advisory, based in Hong Kong, Associate
On-site · Hong Kong, Hong Kong or Hong Kong Island, Hong Kong
Job Summary
Associate supporting the Wealth Advisory Team and clients of the Private Bank. Responsibilities include maintaining inventories of existing trust structures, managing team records and templates, preparing client-ready presentations and marketing materials (including Chinese versions), tracking caseloads and delivering pipeline reports, supporting events with logistics and coordination, liaising with International Trust Services for trust onboarding, maintaining regular touchpoints with Wealth Advisors on complex matters, supporting restructurings and periodic trust reviews, coordinating with fiduciary officers and external counsel, and applying knowledge of trust and company administration to address advisor queries while ensuring compliance with internal controls. Requires at least 5 years of relevant experience and proficiency in MS Office; ability to work independently within a team; interest in growing with Wealth Advisors. Preferred licenses or regulatory qualifications local to the region.
Required Qualifications
- At least 5 years of experience in a similar role in a private bank or trust company, or in a law firm
- Prior working experience as Paralegal, trust administration, trust officer, trust administrator or accountant will be an added advantage
- General understanding of wealth planning and advisory matters for individuals and families
- Proficiency in MS Office Applications; adaptive to new systems and technologies
- Ability to work independently with minimal supervision in a team environment
- Keen interest to learn and grow in the role, with the Wealth Advisors in the team
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