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Team Lead - Client Support Service Manager

As an HSBC employee 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.

HSBC Global Private Banking (GPB) is a 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 a high calibre professional to join our Trust and Fiduciary Services (TFS) team in Jersey (Channel Islands) as a Client Support Services Manager. Reporting to the Head of Client Support Services (“CSS”) the role holder will manage and motivate a team within the CSS team to achieve the highest standards in trust & fiduciary services to create continuous value to our customers. Note this is a non-client facing role.

The TFS business in Jersey is the primary centre for the management of planning solutions for Ultra High Net Worth clients based in one of GPB’s key growth markets, the Middle East, with significant connectivity across Asia and the UK.

The Client Support Services (“CSS”) team plays a crucial role in the end-to-end customer journey, supporting the Trust Relationship Manager in handling trustee administrative services and is responsible for the coordination and completion of key operational activities including trust distributions and payments, bank and investment account opening, third party appointment, Registered Office/Registered services, trust documentation, ad-hoc/special projects, and data maintenance control.

This is a fantastic opportunity to work within a dynamic team which is at the centre of all operational and transactional activity within HSBC’s Trust operation in Jersey, whilst working for one of the world’s largest and most stable financial institutions.

In this role, you will have:

• Supervisory responsibilities of a small team in Jersey as well as in Malaysia, including checking and approving tasks via NavOne workflows and allocating of workload amongst team members. Overall responsibility in ensuring tasks are delivered within the internal service level agreements and parameters defined according to the relevant structure requirements.
• Apply high technical knowledge and broad experience in the review and execution of minutes, resolutions, other transactional related documentation and execute as an authorised signatory.
• Support with end-to-end account opening process for internal (HSBC) as well as external third party banks and investment managers.
• Assist with appointment of Third Party Service Providers and Associated Persons and the maintenance of data records.
• Communicate with internal stakeholders, global offices, and local agents independently
• Collaborate with other departments to facilitate delivery of administration service to customers.
• Train and empower the members of the team on key processes, while ensuring reinforcement of internal control policies and procedures and statutory guidelines as applicable to the role.
• Maintain close collaboration with Group, Channel Islands and global TFS stakeholders to ensure TFS compliance with latest policies, guidelines, and ongoing business directives for overall TFS senior management.
• Support TFS ’s objective to have a globally consistent Global Operating Model including the implementation and ongoing upkeep of procedures.

To be successful in this role you should meet the following requirements:

• Company secretarial and/or Trust administration experience gained in sizable professional firm with at least 2 years at supervisory level. Experience to include knowledge in trust deed and trust structure as well as trust and tax laws, accounting, investments and properties is essential
• Member of ICSA/STEP preferable
• NavOne experience is desirable
• Meticulous with a keen eye for detail
• Effective communication skills, both written and spoken
• Fast learner with a positive attitude
• Strong integrity, disciplined work ethics, self-motivated and ability to work under pressure.

For further details and application information please click “Apply”

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.