The Main Responsibilities Include:
- Serving a portfolio of client relationships and identifying their specific charitable needs, and action plans on behalf of clients
- Managing trust relationships and trust structures, including underlying assets e.g. real estate and investment portfolio
- Ensuring the structures are valid, current and appropriate in relation to change of circumstances and restructure
- Ensuring continued compliance with all relevant policies and procedures and regulatory requirements, all relevant policies and regulations and cross border guidelines
- Developing and maintaining of a full service philanthropy platform by keeping abreast of product knowledge and building relationships Non-Government Organization NGOs and charities
The Ideal Candidate:
- Non-Government Organization NGOs or Charitable Trust experience, and knowledge of the Non-Government Organization NGOs structures and systems highly preferable
- Legal, corporate governance, or accountancy background preferred
- Fluency in English and Cantonese. Mandarin would be an advantage
