- Client Relationship Management
- Due Diligence
- Relationship Management
Trust Relationship Manager - Global Private Banking
Location: Asia Pacific-Hong Kong-Hong Kong Island-Central
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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.
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.
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.
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