Trust Relationship Manager

HSBC; Hong Kong; On-site; HKD 600,000 - 1,000,000; Full time

Job summary

HSBC in Hong Kong seeks a Trust Relationship Manager to deliver Will preparation, committeeship and estate administration services. You will work with beneficiaries, family members, HSBC colleagues and external service providers while ensuring compliance and high client satisfaction.

The role requires 5+ years in trust or estate work, a degree in a related field, and strong communication, negotiation and relationship-building skills. Travel to support multi-jurisdictional cases may be required.

Qualifications

• Degree holder in accountancy, legal, tax or related discipline.
• CPA / Legal / STEP qualification preferred.
• At least 5 years’ experience in trust or estate administration and/or advising clients on trust and wealth solutions.
• Client-focused with strong analytic, technical, teamwork and relationship-building skills.
• Overseas travelling may be required.

Responsibilities

• Deliver Will preparation, committeeship and estate administration services.
• Ensure client satisfaction and compliance with policies.
• Assist the Line Manager and support team within strategic objectives.
• Ensure activities align with Trust & Fiduciary risk appetite and controls.
• Collaborate with internal and external stakeholders including lawyers and service providers.
• Provide technical assistance to Wealth Planners and Trust Relationship Managers as needed.

Skills

Client-focused

Analytical skills

Teamwork

Relationship building

Negotiation

Communication skills

Presentation skills

Judgment

Education

Degree in accounting/law/tax or related

CPA / Legal / STEP qualification preferred

Job description

Overview

GCB 4

We are currently seeking a high calibre professional to join our team as a Trust Relationship Manager.

Responsibilities

• Delivering high quality Will preparation and review, committeeship and estate administration services and services as attorney under enduring power of attorney
• Ensuring client satisfaction
• Ensuring compliance with all relevant policies and procedures
• Assist and work under Line Manager within the team in line with strategic and operational objectives
• Ensure businesses engaged in sits within Trust & Fiduciary services’ risk appetite
• Provide assistance to team members with the resolution of estate administration and other probate services issues when escalated as well as helping with relationship management and on-going coaching and career development of the team.
• Work with all team members and internal and external stakeholders
• Area covers primarily Hong Kong but multi-jurisdictional for certain estate committee cases.
• Day to day interactions with estate beneficiaries, Committee family members, HSBC colleagues from Private Banking, Premier and other, as well as non HSBC financial institutions at all levels of seniority, external services providers, such as lawyers, estate agents, auctioneers etc.
• Assist to promote the services of the team both internally and externally
• Provide technical assistance as required to Wealth Planners and Trust Relationship Managers in Trust & Fiduciary services

Qualifications and Experience

• Degree holder in accountancy, legal, tax or related discipline
• CPA / Legal / STEP qualification preferred
• At least 5 years’ experience in trust or estate administration and / or advising clients on trust and wealth solutions
• Client focused, with strong analytic, technical, teamwork and relationship building skills
• Experience in portfolio management, brokerage and institutional sales 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.

Issued by The Hongkong and Shanghai Banking Corporation Limited.