1+ months

Trust Relationship Manager - 0000G90Z

New York, United States
Apply Now
Apply on the Company Site
  • Job Code
    858034

Trust Relationship Manager - 0000G90Z
Description

!*!

Administers a portfolio of most complex trust or estate account relationships within a specific trust business in compliance with pertinent documentation and/or customer direction, Company policies and external regulations.  Develops and expands account relationships.  Provides high quality service to customers.

#LI-VN1

Primary Responsibilities/Essential Functions:

  • Administer a portfolio of most complex trust or estate account relationships within a specific trust business (Personal, Employee Benefit or Issuer Services) in accordance with controlling documentation and/or customer direction, Company policies and external regulations.  May monitor and collect receivables, as well as invest funds.
  • Expand customer account relationships through the sale and/or referral of additional products and services to increase fee-based income; cross-sell other Company products and provide referrals to other areas of the Company as appropriate.  Develop new profitable current and future fee relationships through a network of referral sources.
  • Communicate and meet with customers on a pro-active basis and respond to their inquiries in a timely and accurate manner according to established quality service standards.
  • Ensure completeness and compliance of underlying documentation on new and existing relationships to protect Company and customer interests.  Work with counsel and management as required to negotiate agreement provisions.
  • Provide guidance and training to less experienced personnel and may manage one or more administrators.  May serve on and participate in action groups and committees as assigned.
  • Support the Company's Diversity programs.  Adhere strictly to compliance and operational risk controls in accordance with HSBC and regulatory standards, policies and practices; report control weaknesses, compliance breaches and operational loss events.
  • To maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators. Any failures to comply with the above should be reflected in year-end performance assessments.

 

Decision-Making Responsibility:

Performs according to prescribed procedures.

  • The position formulates the proper level and means of servicing assigned accounts including approving discretionary payments as applicable and signing legal documents on behalf of the Company within assigned limits.  The position provides guidance and training to less experienced personnel.  Decisions beyond assigned authority are referred to higher management for approval.

!*!

Employment eligibility to work with HSBC in the U.S. is required as the company will not pursue visa sponsorship for these positions

  • Minimum of 3-5 years proven and progressive trust administration experience or equivalent.
  • Bachelors degree in business, related field or equivalent experience.  Masters degree and/or CTFA preferred but not required. 
  • Strong communications, analytical, customer service and problem-solving skills.
  • Strong knowledge of regulations affecting area of responsibility.
  • Proficiency with personal computers as well as pertinent mainframe systems and software packages.
  • Strong knowledge of investment markets and concepts and ability to discuss investment results with customers.

 

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.


Primary Location !*!

Employment eligibility to work with HSBC in the U.S. is required as the company will not pursue visa sponsorship for these positions

  • Minimum of 3-5 years proven and progressive trust administration experience or equivalent.
  • Bachelors degree in business, related field or equivalent experience.  Masters degree and/or CTFA preferred but not required. 
  • Strong communications, analytical, customer service and problem-solving skills.
  • Strong knowledge of regulations affecting area of responsibility.
  • Proficiency with personal computers as well as pertinent mainframe systems and software packages.
  • Strong knowledge of investment markets and concepts and ability to discuss investment results with customers.

 

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.


Schedule North America-United States-New York-New York
Unposting Date North America-United States-Delaware-Wilmington
Posted: 2021-08-30 Expires: 2021-10-21

HSBC offers the opportunity to develop a fulfilling career within a supportive and inclusive environment. We aim to be a place where everyone can achieve their full potential, regardless of their background.

Featured Job

Featured Employer

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Trust Relationship Manager - 0000G90Z

HSBC Bank USA
New York, United States

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast