Trust Relationship Officer

GCB7

We are currently seeking a high caliber professional to join our team as aTrust Relationship Officer.

Inthis role you will:

Support Trust Relationship Managers to service estates and relationship with beneficiaries whilst ensuring efficient and quality services are provided with utmost adherence to risk control and compliance policies.

Support Trust Relationship Managers in meetings with beneficiaries.

Assist Trust Relationship Managers in the gathering of the assets of the estate management of the estate general administration and support functions in servicing of key client relationships

Facilitate and coordinate with different function units departments service providers and professional advisors to follow up and complete administration according to the terms of the Will or clients requests with respect to in specie distribution and tasks as requested by Trust Relationship Managers

Ensure proper compliance of policies guidelines and regulatory requirements

To be successful you will need:

Degree in accountancy business background or related discipline will be an advantage

Relevant experience including accounting tax audit or trust experience will be an advantage

Excellent communications skills both written and spoken English and Cantonese

Fast learner with a positive attitude

Meticulous with a keen eye for detail

Team player with good interpersonal skills

Strong empathy to deal with people of different levels and background including clients and third parties

Detail oriented able to work with minimum supervision and under pressure

Travelling is required on need basis

Opening up a world of opportunity
is committed to building a culture where all employees are valued respected and opinions take pride in providing a workplace that fosters continuous professional development flexibleworking and opportunities to grow within an inclusive and diverse environment. Personal data held bythe Bank relating to employment applications will be used in accordance with our Privacy Statementwhich is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

Experience:

Unclear Seniority