汇丰
Associate, Fund Ops, Global Trustee & Fiduciary Services
Associate, Fund Ops, Global Trustee & Fiduciary Services
发布于 3 天前普通员工/个人贡献者
Kowloon City, Kowloon, Hong Kong
高级经验
全职员工
仅现场办公
本科
财务与会计
合规
基金运营
客户关系
风险管理
香港监管
Ra13牌照
信托服务
受托责任
AI 估算 · 35k–55k
香港金融中心，要求RA13牌照，汇丰大平台，薪资有竞争力，月薪约3.5-5.5万港币。
职位详情
关于这个职位
作为汇丰全球信托与受托服务团队的基金运营助理，您将负责执行受托责任，确保客户投资基金符合香港监管规定，并监控基金运营服务
该职位要求持有香港证监会第13类牌照（RA13），适合具备信托或基金经验的专业人士
最低要求
The role can be performed only by a Licensed Representative licensed for SFC Regulated Activity Type 13 (i.e. RA13 license). If not already licensed as such, the role holder must be capable of fulfilling the licensing conditions relevant to RA13 including passing the relevant examination/s and having the relevant professional qualifications and/or industry experience.
Appropriate trustee or funds experience.
A good appreciation of the Hong Kong fund regulatory environment and detailed knowledge of regulatory developments
Appropriate technical knowledge to deal with legal, accounting and technical issues arising in relation to servicing of funds
Ability to analyse complex fund operations issue with a focus on fiduciary duty and propose solutions
Appropriate technical knowledge to deal with legal, accounting and technical issues arising in relation to the management of funds
First rate communication and presentational skills
High degree of computer literacy
Excellent numeric and analytical skills with strong attention to detail
Experience and confidence in dealing with clients at a senior level
Demonstrate management and coaching skills
Strong team working ability; open to new ideas and confident in sharing thoughts and proposals in team discussion
Clear understanding of importance of effective customer service internally and externally
Ability to cultivate strategic client relationships and ensuring clients’ perspective is the driving force behind all value-added business activities.
University degree or equivalent work experience.
工作职责
Executing trustee responsibility, ensuring alignment with fiduciary obligation and investor protection
Overseeing and ensuring that client investment funds are operating in accordance with relevant rules and regulations as prescribed by the MPFA, SFC, HKMA Regulations and the constitutional documents of the funds.
Acting independently as Trustee to review and monitor the reporting of incidents, breaches and non- compliance issues, and conduct direct regulatory reporting as required.
Regularly monitoring the services of funds operators (including fund manager, internal and external service providers)
Ensuring prompt and effective responses to inquiries from fund manager / operators / regulators, consulting internal stakeholders and risk stewards as appropriate
Regularly reviewing and updating internal regulatory mapping files, delegation documentation, and internal procedures to maintain robust governance frameworks
Monitoring the regulatory update and assessing their impact on trustee operations and implement necessary changes to ensure ongoing compliance
The role is relationship driven and will involve conversation with clients.
AI 洞察
优缺点分析
优点
- 香港国际金融中心，职业发展前景广阔
- 汇丰作为全球顶级银行，平台大、资源丰富
- 职位涉及信托和合规，专业门槛高，不易被替代
- 现场办公，地点在香港，可能需适应快节奏
- 适合已有基金或信托经验、追求稳定金融平台、愿意深耕合规与受托领域的专业人士
缺点 / 挑战
- 需要考取RA13牌照，门槛较高
- 工作严谨细致，压力较大，需应对严格监管
角色解读
- 可晋升至高级助理或团队主管，负责更大规模的基金组合
- 转向合规或风险管理方向，成为合规专家
- 在汇丰全球范围内轮岗，拓展国际视野
- 执行受托责任，确保基金运作符合监管和投资者保护要求
- 监控基金运营服务，包括基金经理和外部服务商
- 处理合规问题，进行监管报告
- 与客户、基金管理者及监管机构沟通，维护关系
- 持有或能获得香港证监会第13类牌照（RA13）
- 扎实的信托或基金运营经验
- 熟悉香港基金监管环境及法规
- 优秀的分析、沟通和客户管理能力
申请策略
- 了解汇丰信托服务的业务范围，面试时展示对岗位的理解
- 强调自己注重细节和风险控制，符合信托角色要求
- 重点突出信托或基金运营经验，特别是合规和监管相关
- 强调与SFC、MPFA等监管机构打交道的经历
- 列出客户管理和团队协作的成功案例
- 如有RA13牌照，显眼标示
- 提前学习RA13考试内容，争取尽快获得牌照
- 熟悉香港基金法规最新动态，如SFC和MPFA规则
面试指南
- 用STAR法则描述过往案例，突出合规和风险控制
- 展现对香港监管环境的熟悉，引用具体规定
- 强调客户导向和团队协作能力
- 请谈谈您对受托人职责的理解？
- 如何处理基金运作中的合规事件？
- 描述一次您与客户或监管机构沟通的困难情况
- 您如何确保基金运作符合MPFA和SFC规定？
- 为什么想加入汇丰的信托服务团队？
职位点评
62
综合评分
香港金融信托岗位，专业门槛高，待遇优厚，但工作压力较大且创新有限。
更适合这类人
最适合追求稳定高薪、职业安全感强的求职者，不太适合追求前沿创新或改变世界的个人。
表现最好
薪资福利
相对薄弱
使命价值
薪资福利75
成长发展65
工作生活60
使命价值50
薪资福利
75中等
薪资未披露，但汇丰作为国际大行，薪酬和福利具有竞争力，香港金融行业整体待遇优厚，补偿性动机满足度较高。
薪资信号未披露（AI估算：35K-55K/月）
成长发展
65中等
职位要求RA13牌照，专业性强，但技术栈偏向传统金融监管，成长方向明确但非技术前沿。公司提供职业发展机会，但晋升路径相对稳定。
技术前沿传统/成熟技术
技术栈RA13、信托、基金运营、合规
成长机会continuous professional development、opportunities to grow
业务类型ambiguous
工作生活
60中等
仅现场办公，地点在香港九龙城区，交通相对便利，但未提及弹性工作或远程选项，WLB信号一般。
工作模式仅现场办公
办公地点市区核心地段
加班情况未提及（无法判断）
工作生活平衡flexible working
使命价值
50较低
信托服务保障投资者权益，具有一定社会价值，但行业高度监管且非创新领域，意义感中等。
行业发展稳定成熟行业
社会影响中性/一般
使命信号investor protection
创新程度稳健跟随主流
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