Trust Relationship Manager, HSBC

HSBC

Location:
Hong Kong, Central

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

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.

Job Responsibility:

Serving a portfolio of trust client relationships
Managing trust relationships with trust structures, including the management of underlying assets such as investment portfolios and real estates
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 Premium 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

Requirements:

Experience in trust administration and wealth planning
Client focused, with strong sales, analytic, technical, teamwork and relationship building skills
Experience in investment, portfolio management, brokerage and institutional sales is 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

What we offer:

Continuous professional development
Flexible working
Opportunities to grow within an inclusive and diverse environment

Additional Information:

Job Posted:
June 02, 2025

Expiration:
July 02, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Trust Relationship Manager

HSBC

Location:Hong Kong, Central

Category:Banking

Contract Type:Not provided