Impact on the Business
Assumes all-rounded trust management and support functions in servicing of a portfolio of client relationships
Assists in the review of trust structures (e.g. positions of trust assets and liabilities, wishes of the settlor/asset contributors relating to the distribution and management of trust assets).
Customers / Stakeholders
Attain basic investment knowledge and may be required to approve investments for advisory accounts.
Observation of Internal Controls
Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.
Understands, follows and demonstrates compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the jobholder is involved, specifically Internal Controls and any Compliance policy including, inter alia, the Group Compliance policy.
Proven communications, analytical, customer service and problem-solving skills.
Minimum of four years proven and progressive trust administration experience or equivalent.
Bachelor’s degree in business, related field or equivalent experience strongly preferred.
Knowledge of regulations affecting area of responsibility.
Proficiency with Microsoft Applications preferred
Familiarity with investment markets and concepts and ability to discuss investment results with customers.
|Location:||United States Delaware Wilmington|
Banking and Financial Services
PLEASE! No enquiries from Recruitment Agencies or Headhunters.
Only direct applications will be considered.