Trust Relationship Manager - Global Private Banking
January 12, 2021
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If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. 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.
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world's largest global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC's wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers' needs.
We are currently seeking a high calibre professional to join our team as a Trust Relationship Manager.
Serving a portfolio of 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 cross selling opportunities for Private Banking, Commercial Banking, Retail Banking divisions and within Wealth Planning and Advisory, Trust and Fiduciary Services, governance, liquidity planning and probate and 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
Complying with all cross border guidelines
Supporting teamwork through working with other team members, across Trust Relationship Managers platform and other HSBC departments
Experiences in another financial institution or independent trust companies with trust experience
Solid experience in client relationship management with legal, tax or accounting professional exposure
Fluent written and spoken English and Mandarin. Ability in speaking Cantonese, or other Chinese dialect would be an advantage
Travelling is required on need basis
Good interpersonal skills
Able to work independently with minimum supervision and detail oriented
To be considered for this role, the relevant rights to work in Hong Kong is required.
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Issued by The Hongkong and Shanghai Banking Corporation Limited.