汇丰
Trust Relationship Officer
Trust Relationship Officer
发布于 3 个月前普通员工/个人贡献者
Central, Hong Kong Island, Hong Kong
中级经验
全职员工
混合式弹性办公
学历未注明
客户服务与支持
Compliance
Sales
Negotiation
Client Relationship Management
Hsbc
Wealth Planning
Cross Border Guidelines
Trust Administration
AI 估算 · 30k–45k
香港金融行业待遇优厚，汇丰为国际大行，Trust Officer 级别中等，薪资具有竞争力。
职位详情
关于这个职位
As a Trust Relationship Officer at HSBC in Hong Kong, you will assist in managing trust relationships and structures for clients, ensuring compliance and client satisfaction. This role involves handling administrative tasks, conducting due diligence, and collaborating with various teams to support wealth planning needs.
最低要求
Experience in trust administration and wealth planning preferred
Client focused, with strong sales, analytic, technical, teamwork and relationship building skills
Experience in investment, portfolio management, brokerage or institutional sales useful
Strong negotiation, complex problem resolution, communication and presentation written and oral skills
Sound judgment, keen sense of urgency, and high level of professional and personal integrity
工作职责
Assisting to serve a portfolio of Hong Kong client relationships
Assisting trust relationship manager to manage trust relationships and trust structures, including the management of underlying assets such as real estate and investment portfolio
Managing and maintaining contact with trust parties to ensure that the structures are still valid and current and appropriate in relation to change of circumstances and restructure if required
Handling administrative requirements
Ensuring client satisfaction
Ensuring continued compliance with all relevant policies and procedures and regulatory requirements
Ensuring proper due diligence is conducted on the existing client, and adhering to internal policies and any regulations giving full consideration to reputational and fiduciary risks of HSBC, when managing or restructuring the trusts, including identifying associated risks such as tax, legal and reporting
Adhering to proper pricing guidelines, and client take on procedures, and comply with all relevant policies and regulations
Comply with all cross border guidelines
Support teamwork through working with other team members, across Trust Relationship Managers platform and other HSBC departments
AI 洞察
优缺点分析
优点
- Work for a globally recognized bank with strong brand and resources.
- Exposure to complex trust structures and high-net-worth clientele.
- Hybrid working style offers flexibility.
- Opportunity to develop expertise in wealth management and compliance.
- High regulatory and compliance demands can be stressful.
- Requires strong attention to detail and ability to manage multiple stakeholders.
- Sales-oriented role may involve pressure to meet client expectations.
- This role is ideal for professionals with experience in trust administration or wealth planning who enjoy client-facing responsibilities and are comfortable with compliance-heavy work.
缺点 / 挑战
暂无明显挑战项
角色解读
- Progress to Trust Relationship Manager, managing your own portfolio of clients.
- Move into specialized wealth planning or private banking roles.
- Develop expertise in cross-border trust structures and become a senior advisor.
- Assist in managing trust structures and client relationships for high-net-worth individuals in Hong Kong.
- Handle administrative tasks, due diligence, and compliance to ensure trust structures remain valid and compliant.
- Collaborate with trust relationship managers and other teams to support wealth planning and investment management.
- Strong knowledge of trust administration and wealth planning concepts.
- Excellent sales, negotiation, and client relationship management skills.
- Ability to analyze complex financial and legal documents and identify risks.
申请策略
- Tailor your resume to demonstrate client focus and ability to handle complex structures.
- Research HSBC's wealth management business and prepare to discuss how you can contribute.
- Emphasize any prior experience in trust administration, wealth planning, or portfolio management.
- Highlight sales achievements and client relationship management skills.
- Showcase knowledge of cross-border regulations and fiduciary responsibilities.
- Consider obtaining a trust or wealth management certification (e.g., STEP).
- Enhance knowledge of Hong Kong regulatory environment and tax laws.
面试指南
- Use the STAR method (Situation, Task, Action, Result) to structure your answers.
- Highlight your analytical skills and attention to detail when discussing compliance.
- Demonstrate client focus by showing how you balance regulations with client needs.
- How do you ensure compliance with trust regulations while maintaining client satisfaction?
- Describe a time you managed a complex trust restructuring.
- How would you handle a situation where a client's trust structure is no longer valid?
- What experience do you have with cross-border trust issues?
- How do you prioritize tasks in a fast-paced environment?
职位点评
68
综合评分
稳定大行、薪资中等偏上、混合办公，但成长路径不明显。
更适合这类人
最适合追求稳定高薪和职业发展，但对社会使命感要求不高的求职者。
表现最好
薪资福利
相对薄弱
使命价值
薪资福利75
成长发展70
工作生活65
使命价值60
薪资福利
75中等
This role offers competitive compensation typical of Hong Kong banking, but salary details are not disclosed. Benefits expected from a large institution like HSBC include medical and retirement plans.
薪资信号未披露（AI估算：30K-45K/月）
成长发展
70中等
The role provides opportunities to develop trust management skills and work with complex structures, but growth signals are not explicitly mentioned in the JD.
技术前沿传统/成熟技术
技术栈Trust Administration、Wealth Planning、Compliance
业务类型ambiguous
工作生活
65中等
Hybrid working offers flexibility, but Hong Kong banking culture can involve long hours. Office location in Central is convenient but not explicitly mentioned.
工作模式混合式弹性办公
办公地点市区核心地段
加班情况未提及（无法判断）
使命价值
60中等
Trust management contributes to financial stability and client wealth, but social impact is limited. The banking industry is stable but not high-growth.
行业发展稳定成熟行业
社会影响中性/一般
创新程度稳健跟随主流
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