Trust Relationship Officer

HSBC - More jobs by this advertiser
 Job Description - Trust Relationship Officer (0000COWA)

Job Description 

Trust Relationship Officer : 0000COWA 

Description

 Support Trust Relationship Managers to service a portfolio of client relationships, whilst ensuring efficient, high quality services are provided to clients, with high standard of compliance of GWS's risk control and compliance policies.  

 

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


  • Facilitates and coordinates with different function units in GWS (e.g. Trust Administration, Fiduciary Support, Global Processing Department), other HSBC units, service providers and professional advisors to follow up and complete clients' requests and tasks as requested by TRMs and ensure trust structures are administered in accordance with the parameters set down in individual trust and company instruments and the laws/regulations in various jurisdictions.
  • May be required to support TRM in client meetings and prepare papers for meetings.   

Role Context

  • 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.

 

Qualifications

 
  • 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. 

EEO/AA/Minorities/Women/Disability/Veterans

 

Job Field

 : Private Banking

Primary Location

 : North America-United States-Delaware-Wilmington

Schedule

 : Full-time 

Shift

 : Day JobType of Vacancy : Country vacancy

Job Posting

 : 07-Mar-2019, 03:31:31 

Unposting Date

 : 12-Mar-2019, 11:59:00  



18 April 2019
Location: United States Delaware Wilmington
Work type:
Full time
Sector:
Banking and Financial Services
Profession:
Other
PLEASE! No enquiries from Recruitment Agencies or Headhunters.

Only direct applications will be considered.

This career opportunity is no longer open.
Please search for current vacancies here.


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