Analyst, Global Trustee and Fiduciary Services

HSBC Holdings plc; Hong Kong Island; Hybrid; HKD 420,000 - 620,000; Full time

Job summary

HSBC Holdings plc is seeking an Analyst for Global Trustee and Fiduciary Services in Hong Kong. The role is hybrid, based in Central, HK, and focuses on supporting trustee responsibilities and governance across funds.

The successful candidate will have RA13 licensing or the ability to obtain it, with a solid understanding of investment funds, fund operations, and regulatory requirements in Hong Kong. Strong analytical, organizational, and client-service skills are essential.

Qualifications

• Licensed Representative RA13 or eligible to obtain licensing.
• Basic understanding of investment funds and fund operations.
• Awareness of HK regulatory environment (MPFA, SFC, HKMA).
• Excellent numeric and analytical skills.
• Strong organizational and administrative skills.
• Team player with good communication.

Responsibilities

• Support the Team Manager in executing trustee responsibilities and fiduciary obligations.
• Oversee fund investments to ensure compliance with MPFA, SFC and HKMA rules.
• Support investment restriction monitoring and financial statement reviews.
• Assist with incidents management, breaches and non-compliance monitoring.
• Provide prompt responses to inquiries from fund managers, regulators and internal risk stakeholders.
• Maintain governance by updating regulatory mappings, delegation documents and internal procedures.
• Provide administrative support for internal and external reporting.

Skills

Investment funds

Fund operations

Regulatory awareness

Analytical skills

Attention to detail

Teamwork

Customer service

Tools

Excel

Job description

Analyst, Global Trustee and Fiduciary Services

Location: Central, Hong Kong Island, HK

Brand: HSBC

Area of Interest:

Role Workstyle: Hybrid Worker

Date: 2 Oct 2026

We are currently seeking a high calibre professional to join our team as a Analyst, Global Trustee and Fiduciary Services

In this role you will:

• Support the Team Manager in executing trustee responsibility, ensuring alignment with fiduciary obligation and investor protection requirements
• Assist with oversight and monitoring whether client investment funds are operating in accordance with relevant rules and regulations as prescribed by the MPFA, SFC, HKMA Regulations and the constitutional documents of the funds
• Support the investment restriction monitoring and financial statement review functions
• Provide support in incidents management, breaches and non-compliance issues monitoring
• Ensuring prompt and effective responses to inquiries from fund manager / operators / regulators, consulting internal stakeholders and risk stewards as appropriate
• Support regularly reviewing and updating internal regulatory mapping files, delegation documentation, and internal procedures to maintain robust governance frameworks
• Provide administrative support in external client reporting and internal management reporting

To be successful you will need:

• The role can be performed only by a Licensed Representative licensed for SFC Regulated Activity Type 13 (i.e. RA13 license). If not already licensed as such, the role holder must be capable of fulfilling the licensing conditions relevant to RA13 including passing the relevant examination/s and having the relevant professional qualifications and/or industry experience
• Basic understanding of investment funds, fund operations and financial-services processes
• Awareness of the Hong Kong regulatory environment, including the roles of the MPFA, SFC and HKMA, is desirable
• Good organizational and administrative skills, with the ability to manage trackers, records and deadlines
• High degree of computer literacy
• Excellent numeric and analytical skills with strong attention to detail
• Strong team working ability; open to new ideas and confident in sharing thoughts and proposals in team discussion
• Clear understanding of importance of effective customer service internally and externally