Trust Relationship Manager - Global Private Banking | 人才服務辦公室

職位描述

Job description

Some careers open more doors than others.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

HSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

We are currently seeking a high calibre professional to join our team as a Trust Relationship Manager.

Principal Responsibilities

• Serving a portfolio of Hong Kong client relationships
• Managing trust relationships and trust structures, including the management of underlying assets such as real estate and investment portfolio
• Managing and maintaining contact with trust parties to ensure that the structures are still valid and current and appropriate in relation to change of circumstances and restructure if required
• Handling distribution requirements
• Ability to identify new business opportunities from existing client structures, such as opportunities for philanthropy, governance, liquidity planning and probate and cross selling opportunities for Private Banking, Commercial Banking, Wealth and Personal Banking divisions, involving respective specialists at appropriate times
• Ensuring client satisfaction
• Ensuring continued compliance with all relevant policies and procedures and regulatory requirements
• Ensuring proper due diligence is conducted on the existing client, and adhering to internal policies and any regulations giving full consideration to reputational and fiduciary risks of HSBC, when managing or restructuring the trusts, including identifying associated risks such as tax, legal and reporting
• Adhering to proper pricing guidelines, and client take on procedures, and comply with all relevant policies and regulations
• Comply with all cross border guidelines
• Support teamwork through working with other team members, across Trust Relationship Managers platform and other HSBC departments

Requirements - Experience in trust administration and wealth planning

• Experience in legal and accounting fields useful
• Client focused, with strong sales, analytic, technical, teamwork and relationship building skills
• Experience in investment, portfolio management, brokerage or institutional sales useful
• Demonstrated experience in buy side financial markets
• Extensive knowledge of private banking business onshore and offshore, and competitive and regulatory environment
• Strong negotiation, complex problem resolution, communication and presentation written and oral skills
• Sound judgment, keen sense of urgency, and high level of professional and personal integrity

You’ll achieve more when you join HSBC.

http://www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.