HSBC

Trust Relationship Manager - Global Private Banking

HSBC
Full Time
Junior (less than 3 years)
Bachelor
English, Cantonese, Mandarin (Putonghua)

Technical Skills

  • Accountancy
  • Client Relationship Management
  • Compliance
  • Due Diligence
  • Sales
  • Tax

Job Description

Trust Relationship Manager - Global Private Banking

Location: Asia Pacific-Hong Kong-Hong Kong Island-Central

Some careers shine brighter than others
If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential.
HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.
We are currently seeking a high caliber professional to join our team as Trust Relationship Manager.
Principal responsibilities
  • 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 Private Wealth Solution for philanthropy, 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.
  • Comply with all cross border guidelines
  • Support teamwork through working with other team members, across Trust Relationship Managers platform and other HSBC departments.

Qualifications

Requirements
  • Degree holder in law, accounting, business or tax, preferably with the Society of Trust and Estate Practitioners, STEP qualification
  • Experiences in another financial institution or independent trust companies with trust experience
  • Solid experience in client relationship management with legal and tax professional exposure
  • Fluent written and spoken English. Ability in speaking Cantonese, Mandarin 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
The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis. For more information about the enhanced vetting for this role please contact the recruiter for this role.
 
You’ll achieve more when you join HSBC.
 
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.