Trust Relationship Manager

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

In this role you will: 

• Serving a portfolio of North Asia client relationships
• Managing trust relationships with 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 restructuring 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 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 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

To be successful you will need: 

• Degree holder in accountancy, legal, tax or related discipline
• CPA / Legal / STEP qualification preferred
• At least 5 years’ experience in trust administration and / or advising clients on trust and wealth solutions
• Client focused, with strong sales, analytic, technical, teamwork and relationship building skills
• Experience in investment, portfolio management, brokerage and institutional sales useful
• Extensive knowledge of private banking business onshore and offshore, and competitive and regulatory environment
• Strong negotiation, complex problems resolution, communication and presentation written and oral skills
• Sound judgment, keen sense of urgency, and high level of professional and personal integrity
• Overseas travelling is required on need basis
• Fluent written and spoken English, Cantonese and Mandarin.

Issued by The Hongkong and Shanghai Banking Corporation Limited. 

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