Central, Hong Kong Island, Hong Kong
1 day ago
Trust Relationship Manager - Global Private Banking

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 trust client relationshipsManaging trust relationships with trust structures, including the management of underlying assets such as investment portfolios and real estatesManaging 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 restructuring if requiredHandling distribution requirementsAbility 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 Premium Banking divisions, involving respective specialists at appropriate timesEnsuring client satisfactionEnsuring continued compliance with all relevant policies and procedures and regulatory requirementsEnsuring proper due diligence is conducted on existing clients, and adhering to internal policies and any regulations giving full consideration to reputational and fiduciary risks of HSBC, when managing and restructuring the trusts, including identifying associated risks such as tax, legal and reportingAdhering to proper pricing guidelines, and client take on procedures, and comply with all relevant policies and regulations. Comply with all cross-border guidelinesSupport teamwork through working with other team members, across Trust Relationship Managers platform and other HSBC departments
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