Assistant Trust Manager, MENA United Kingdom
Job description
Assistant Trust Manager, MENA
Business: Trust and Fiduciary Services (TFS), Global Private Banking (GPB)
HSBC Private Banking seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world.
We are currently seeking an ambitious individual to join our team as an Assistant Trust Manager.
Role Purpose
- Management of a portfolio of structures, predominately trust and companies for High Net Worth and Ultra High Net Worth clients based in the MENA region
- Ensuring that relationships are managed to a high standard and that there is strong connectivity with the GPB Global Relationship Managers based in Switzerland, London, the UAE and Singapore
Principal Responsibilities
- Management of a portfolio of structures in line with its constitutional and additional governing documents , with utmost adherence to HSBC procedures and policies.
- Management of client relationships ensuring high level of engagement with clients and other HSBC group stakeholders mainly bank relationship managements and wealth planners, whilst ensuring efficient and quality services are provided.
- Performing regular reviews of trust structures and client profiles in-line with HSBC’s risk management framework as well as the wider regulatory environment.
- Facilitate and coordinate across departments, service providers and professional advisors as necessary to follow up and complete client servicing requirements.
- Assist with and participate in client meetings including appropriate preparation, travel as appropriate.
- Identify enhanced ways of working to improve client experience and operational efficiency
To be successful in the role, you should meet the following requirements:
- Experience of trust and company administration
- Ideally a holder of STEP Diploma or other qualification relevant to trust and company administration
- Familiarity with the Jersey regulatory environment including knowledge of AML and CFT requirements
- A highly effective communicator
- Tax knowledge would be advantageous
- Ability to positively contribute to projects, communicate progress as well as challenges and solutions
- Attention to accuracy and detail
- Ability to work effectively and accurately under pressure
You’ll achieve more when you join HSBC.
HSBC is committed to being an inclusive employer and providing an inclusive and accessible recruitment process for all. We will provide reasonable adjustments to remove any disadvantage to you being considered for this role. We are proud members of the Disability Confident Scheme, and will offer an interview to disabled candidates who meet the minimum criteria for the role. If you would like to receive any information in a different way or would like us to do anything differently to help you apply for our roles, please contact our Recruitment Helpdesk:
Email: [email protected]
Telephone: +44 2078328500.
Within the workplace you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has processes in place to avoid nepotism. This means we will avoid circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.”
