Trust Manager, MENA United Kingdom
Job description
Some careers shine brighter than others.
If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
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 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 candidate to join our team as a 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
In this role you will:
- 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
- Grow the overall profitability of the client portfolio and the wider team by enhancing and deepening existing client relationships to capture new opportunities for TFS globally
- Act as ‘A’ authorised signatory (or equivalent).
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
- 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
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