Trust Advisory Manager
Job Summary
Some careers have more impact than others.
If youre looking for a career where you can make a real impression join HSBC and discover how valued youll be. 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.
International Wealth and Premier Banking (IWPB) helps deliver on HSBCs purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals families business owners investors and entrepreneurs. International Wealth and Premier Banking provides a leading premium proposition through Premier Banking and together with our Private Bank are present across the worlds most important markets booking centres and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.
We are currently seeking a high calibre professional to join our team as a Trust Advisory Manager.
In this role you will:
- Manage and monitor fiduciary risks regulatory and tax compliance and implement appropriate controls for TFS-managed structures
- Track and assess legal regulatory and tax changes impacting TFS business in relevant jurisdictions escalating risks as necessary
- Collaborate with stakeholders (including IT transformation and risk stewards) to design and implement solutions for regulatory fiduciary and tax obligations
- Act as subject matter expert (SME) for trust technical and tax matters reviewing onboarding and restructuring cases and ensuring policy compliance
- Review and sign off on external legal regulatory or tax advice and support responses to regulatory or industry consultations
- Develop relationships with regulators tax offices and external advisors; deliver technical training and updates to front office teams; draft client communications and governance papers
To be successful you will need:
- Proven experience advising on or administering trusts with knowledge of private client tax issues
- Strong stakeholder management communication and project management skills
- Ability to interpret new legislation and assess business impact; attention to detail and organisational skills
- Experience in governance and risk management preferred; professional qualification in trusts law tax or accounting desirable
- Team player with the ability to manage multiple workstreams and deliver technical training
Issued by The Hongkong and Shanghai Banking Corporation Limited.
Manager
Key Skills
About Company
HSBC Holdings plc is a British multinational investment bank and financial services holding company. It was the 7th largest bank in the world by 2018, and the largest in Europe, with total assets of US$2.558 trillion.