Trust Relationship Officer

GCB7

We are currently seeking a high caliber professional to join our team as a Trust Relationship Officer.

In this role you will: 

• Support Trust Relationship Managers to service estates and relationship with beneficiaries whilst ensuring efficient and quality services are provided, with utmost adherence to risk control and compliance policies.

• Support Trust Relationship Managers in meetings with beneficiaries. 

• Assist Trust Relationship Managers in the gathering of the assets of the estate, management of the estate, general administration and support functions in servicing of key client relationships

• Facilitate and coordinate with different function units, departments, service providers and professional advisors to follow up and complete administration according to the terms of the Will or clients' requests with respect to in specie distribution and tasks as requested by Trust Relationship Managers

• Ensure proper compliance of policies, guidelines and regulatory requirements

To be successful you will need: 

• Degree in accountancy, business background or related discipline will be an advantage

• Relevant experience including accounting, tax, audit or trust experience will be an advantage

• Excellent communications skills, both written and spoken English and Chinese

• Fast learner with a positive attitude

• Meticulous with a keen eye for detail

• Team player with good interpersonal skills

• Strong empathy to deal with people of different levels and background, including clients and third parties

• Detail oriented, able to work with minimum supervision and under pressure

• Travelling is required on need basis

Opening up a world of opportunity
www.hsbc.com/careers

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. 

Issued by The Hongkong and Shanghai Banking Corporation Limited. 

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