Associate Director - Family Office

HSBC Holdings plc; Saint Helier; On-site; GBP 100,000 - 140,000; Full time

Benefits offered by this job

Private healthcare

Enhanced parental/adoption pay

Non-contributory pension

Job summary

HSBC Trustee (C.I.) Limited seeks an Associate Director for its Family Office team, overseeing complex trust and corporate structures for ultra‑high‑net‑worth clients. You will influence succession planning and work with senior stakeholders across GPB, TFS and HSBC Group.

You will lead and develop colleagues, navigate international family dynamics, and ensure risk and regulatory compliance within Jersey and global contexts.

Qualifications

• Experience managing complex trust and corporate structures for UHNW Family Office clients.
• Experience supporting succession planning for global private banking clients.
• Ability to provide technical guidance and leadership to junior colleagues.
• Knowledge of risk management frameworks and Jersey regulations.

Responsibilities

• Lead day-to-day management of a portfolio of complex trust and corporate structures for Family Office clients.
• Guide Trust Relationship Managers in managing succession-planning structures for GPB clients.
• Build trusted relationships with international families and senior stakeholders.
• Ensure alignment with HSBC’s risk-management framework and Jersey laws and regulations.
• Identify and mitigate structure-specific risks with internal stakeholders and external advisers.
• Improve processes to enhance client experience, efficiency and team effectiveness.
• Contribute to projects, revenue oversight and key performance indicators.

Skills

Relationship management

Leadership

Stakeholder management

Trust & fiduciary services knowledge

Education

STEP Diploma

Fiduciary qualifications

Job description

Are you an experienced fiduciary professional who enjoys complexity, influence and variety?

Join HSBC Trustee (C.I.) Limited as an Associate Director in our Family Office team, where you’ll work at the intersection of wealth management, succession planning and international fiduciary services. You’ll manage sophisticated trust and corporate structures for ultra‑high-net-worth families, influence long‑term client outcomes and help shape the next generation of talent within the team.

This is an opportunity to take your HSBC career in a new direction, broaden your experience and build your leadership profile in a globally connected wealth‑management environment. No two client situations are the same: you’ll navigate international family dynamics, complex structures, diverse assets, regulatory requirements and evolving succession‑planning objectives.

As an HSBC employee in the Channel Islands and Isle of Man (CIIOM) you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all employees, enhanced parental and adoption pay and support when you return to work, and a non‑contributory pension scheme with a generous employer contribution.

The Opportunity

Associate Director – Family Office

You’ll lead the day-to-day management of a portfolio of complex trust and corporate structures for Family Office clients, supported by junior team members. Working independently and as a senior point of support for the team, you’ll guide Trust Relationship Managers (TRMs) in managing succession‑planning structures for Global Private Banking (GPB) clients.

Your clients may include international families with large multi‑entity structures and diverse asset types. You’ll build trusted relationships and work closely with GPB Global Relationship Managers, GPB Market Heads, internal specialists and external tax and legal advisers to deliver joined‑up, high‑quality relationship management.

As a senior member of the team, you’ll also help shape how we work, develop colleagues and provide direction on complex matters. Your leadership will be visible through the quality of decisions, the confidence of your colleagues and the outcomes delivered for clients.

In this role, you’ll ideally have:

• Manage a portfolio of complex trust and corporate structures, delivering high‑quality service for ultra‑high‑net‑worth Family Office clients
• Strengthen existing client relationships while identifying opportunities to support sustainable portfolio growth and wider Trust & Fiduciary Services profitability
• Convert new trust opportunities by supporting referrals and guiding Trust Relationship Managers through onboarding and establishment of structures
• Build trusted relationships with international families and senior stakeholders by understanding objectives and shaping long‑term solutions
• Provide technical guidance and hands‑on support to colleagues managing complex structures and client matters
• Ensure relationship management aligns with HSBC’s risk‑management framework, the Jersey regulatory environment and relevant laws and regulations
• Identify and mitigate structure‑specific risks through effective engagement with internal stakeholders and third‑party tax and legal advisers
• Improve processes and ways of working to enhance client experience, operational efficiency and team effectiveness
• Contribute to team and business initiatives including projects, management activities, revenue oversight and key indicators (KIs)
• Act as an “A” authorised signatory, or equivalent, where required

It would be advantageous to hold:

• A STEP Diploma or another relevant qualification in trust and company administration.
• Other relevant professional or technical qualifications in fiduciary services, wealth management, tax or law.

Why this role?

This role offers the opportunity to:

• Work with complex, international Family Office clients and sophisticated trust and corporate structures.
• Influence decisions that support long‑term family, wealth and succession‑planning objectives.
• Partner with senior colleagues across TFS, GPB and the wider HSBC Group.
• Develop your technical, commercial, leadership and relationship‑management capabilities.
• Coach and support colleagues while helping to shape a high‑performing specialist team.
• Contribute to projects and improvements that enhance client service and operational effectiveness.
• Build a career in a globally connected wealth‑management organisation.
• Access tailored professional development opportunities and HSBC’s comprehensive benefits package.

Opening up a world of opportunity.

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk via [e-mail]