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Trustee Operations Head

Intermediate (3-6 years)


Technical Skills

  • Accountancy
  • Business Strategy
  • Compliance
  • Corporate Communications
  • Due Diligence
  • Negotiation
  • Performance Management
  • Project Management
  • Robotics
  • Sales
  • Team Management
  • Training
  • Valuation

Job Description

Trustee Operations Head

Location: APAC-HKG-Hong Kong-Hong Kong

  • An exciting opportunity in the Trustee Business within Securities Services. Trustee acts on behalf on investor ensuring that fund service providers comply with Regulatory requirements, local market best practices and Fund statutory documentation. Daily, monthly and semi-annual tests ensure that Net Asset Valuation is correct and ad-hoc regulatory tasks help to ensure that Fund is being managed in line with regulations
  • Managing a team of 7 people providing operational services
  • Responsibility for all Trustee Operations and deliverables based in Hong Kong. Provide the operational, process, quality and people leadership to ensure robust delivery of all services provided
  • Ensure compliance with applicable laws, regulations and Citi policies along with ensuring adherence to internal compliance standards across the department with regards to checklists, procedures, training etc.
  • Record any issues and provide detailed escalations to the global head of Trustee Operations
  • Work closely with the Product as well as Risk & Control Team to ensure appropriate controls are in place for all processes and high risk areas identified and corrective action put in place
  • Effectively lead the team in all people strategy initiatives – including talent selection, development and retention, VOE activities, communications, performance management
  • Ensure Operations resources are aligned to support global/regional business strategy and client delivery
  • Driving the implementation of initiatives to continuously improve STP rates and productivity, including the use of Robotics, workflow and other innovative re-engineering techniques
  • Ensure and champion a culture of working closely with the technology organization to determine product/process enhancements resulting in efficiencies for the Trustee business
  • Ensure the Team is effective in working with Product and Sales teams on any potential new clients for the business
  • Participate in Client Service Reviews and Due Diligence Meetings as required



  • Trustee regulations knowledge is a must
  • Local Hong Kong Trustee regulation knowledge is a benefit
  • Minimum 5 years’ experience in Finance/ Investments
  • 3+ years of experience in people management
  • Demonstrated strength in leading operations teams
  • Process and reengineering experience
  • Complex problem analysis and solutions expertise
  • Experience in new business implementations and project management an advantage
  • Experience in client delivery and operations required
  • Risk, issue, incident escalation and resolving
  • Strong  communication, negotiation and presentation skills


  • Degree in Business, Operations Management, Finance, Accounting or related discipline
  • Strong knowledge of Fund Industry


  • Demonstrated experience in operational process management
  • Talent assessment, development, deployment
  • Strong organization and decision making skills
  • Able to resolve operational issues and business trade-off
Employment TypeFull-time
Career LevelIntermediate (3-6 years)
Education LevelBachelor
CitibankFinancial Services, Retail and Commercial Banking

50/F, Champion Tower 3 Garden Road Central, Hong Kong

directions_walk12 mins walk from Admiralty Station