New Business Take - On Specialist - Global Private Banking

Hong Kong, Hong Kong
02 Apr 2023
09 Apr 2023
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Job description

Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll 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.

HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.

We are currently seeking a high calibre professional to join our team as a New Business Take - On Specialist.

Principal Responsibilities
  • Delivers quality and good levels of services, professionalism and operational efficiency as well as good standard of compliance to safeguard the interests of the trust principals and beneficiaries and the Company and in particular, to adhere to the Administrative Support Services Agreements as per the scope of services of Business Implementation Unit / Documentation Team to be revised from time to time to account for changing circumstances and business requirements
  • Handle trust documentation for Wealth Planners / Trust Relationship Managers on timely basis with high level of quality under minimum supervision
  • Assist the supervisor in providing documentation solutions and advice to Wealth Planners / Trust Relationship Managers
  • Assist the supervisor / team head in ad-hoc project and implementation of new policies and procedures
  • Shadow follow peers to carry out trust documentation functions as required
  • Acts as mentor to junior or newly joined team members
  • Assist the team in keep certain control list, e.g. the common seal control list

  • Diploma / Degree holder in Business Administration, Corporate Governance or Law
  • Company secretarial experience, knowledge of trust deed and trust structure is preferable
  • Member/Student Member of HKICS preferable
  • Good command of written and spoken English and Chinese
  • Proficient in Microsoft Office (Word, Excel & Powerpoint)
  • Able to work under pressure
You'll achieve more when you join HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.
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