Analyst, Global Trustee and Fiduciary Services

HSBC; Hong Kong Island; On-site; HKD 480,000 - 720,000; Full time

Job summary

HSBC seeks an Analyst in Global Trustee and Fiduciary Services to support fiduciary duties and investor protection.

You will assist with fund oversight, monitoring regulatory compliance and governance updates while coordinating with risk stewards and internal stakeholders. The role emphasizes accurate reporting and client service within a Hong Kong regulatory context.

Qualifications

• Licensed RA13 representative or must be able to satisfy RA13 licensing conditions.
• Basic understanding of investment funds and fund operations.
• Familiarity with HK regulatory environment including MPFA, SFC, HKMA is desirable.
• Strong organizational and administrative skills for trackers and deadlines.
• High computer literacy and numerical/analytical ability.
• Good teamwork and willingness to share ideas in discussions.
• Commitment to delivering quality internal and external customer service.

Responsibilities

• Support the Team Manager in executing trustee responsibilities and fiduciary obligations.
• Assist with oversight to ensure funds operate under rules and investor protection requirements.
• 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, operators and regulators.
• Help maintain governance by reviewing regulatory mappings and procedures.
• Provide administrative support for external client reporting and internal management reporting.

Skills

RA13 license

Investment funds knowledge

Regulatory awareness

Organization & administration

Computer literacy

Analytical skills

Team collaboration

Customer service mindset

Job description

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