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Private Banking Professional
2 months ago
About HSBC
HSBC is a leading international private bank that provides wealth, business, and family succession solutions to clients around the world.
Job Summary
We are seeking an experienced individual to join our team as an Assistant Trust Manager, MENA. In this role, you will be responsible for managing a portfolio of structures, predominately trust and companies, for High Net Worth and Ultra High Net Worth clients based in the MENA region.
Key Responsibilities
- Manage client relationships to a high standard, ensuring strong connectivity with Global Relationship Managers based in Switzerland, London, the UAE, and Singapore.
- Perform regular reviews of trust structures and client profiles in-line with HSBC's risk management framework and the wider regulatory environment.
- Facilitate and coordinate across departments, service providers, and professional advisors to follow up and complete client servicing requirements.
- Assist with and participate in client meetings, including preparation and travel as necessary.
- Identify enhanced ways of working to improve client experience and operational efficiency.
Requirements
- Experience of trust and company administration.
- Ideal 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.
- Highly effective communicator with attention to accuracy and detail.
- Ability to positively contribute to projects, communicate progress, and challenges, and solutions.
- Ability to work effectively and accurately under pressure.
