Senior Associate

  • Competitive
  • Hong Kong
  • Permanent, Full time
  • Bentley Reid & Co Limited
  • 24 Oct 17 2017-10-24

The Company:

We are a highly respected international wealth Management private office group with offices with Hong Kong, London and Malta.  We offer investment management, trust services, private office and tax/general financial advice to wealthy individuals.

 

The Role:

  • Based in Hong Kong, you will work closely with the Senior Manager, assuming responsibility for existing clients of the Group;
  • Like a private office, you will handle and implement the clients' financial affairs and work closely with the Group's Trust companies and Investment Management Team;
  • You will handle the due diligence and know your clients compliance with the guidance of the Senior Manager;
  • You will handle the CRS and FATCA compliance with the guidance of the Senior Manager.

 

The Individual:

  • You are looking for a long term, client centric role for significant career progression;
  • You have an interest in extending your financial knowledge while expanding insight into compliance, investment and trusteeship;
  • You are proactive and enjoy working as part of a small team;
  • You are committed to job, positive initiative and good team player;
  • You must have a logical thoughts process and be very detail focused;
  • You possess a recognized university degree in Business / Finance / Accounting;
  • You have at least 5 years' experience including Auditing / Corporate Accounting at sizable CPA firms;
  • You have excellent communication skills in English