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HSBC Private Banking 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.
We are currently seeking an experienced individual to join this team in the role of Assistant Trust Manager, MENA.
In this role you will:
• Manage a portfolio of structures, predominately trust and companies for High Net Worth and Ultra High Net Worth clients based in the MENA(Middle East & North Africa) region
• Ensure that relationships are managed to a high standard and that there is strong connectivity with the GPB Global Relationship Managers based in Switzerland, London, the UAE(United Arab Emirates) and Singapore
• Manage client relationships ensuring high level of engagement with clients and other HSBC group stakeholders mainly bank relationship managements and wealth planners, whilst ensuring efficient and quality services are provided.
• Perform regular reviews of trust structures and client profiles in-line with HSBC’s risk management framework as well as the wider regulatory environment.
• Facilitate and coordinate across departments, service providers and professional advisors as necessary to follow up and complete client servicing requirements.
• Assist with and participate in client meetings including appropriate preparation, travel as appropriate.
• Identify enhanced ways of working to improve client experience and operational efficiency
Requirements
To be successful in the role, you should meet the following requirements:
• Experience of trust and company administration
• Ideally a holder of STEP Diploma or other qualification relevant to trust and company administration
• Familiarity with the Jersey regulatory environment including knowledge of AML(Anti Money Laundering) and CFT(Combating the Financing of Terrorism) requirements
• A highly effective communicator with attention to accuracy and detail
• Ability to positively contribute to projects, communicate progress as well as challenges and solutions
• Ability to work effectively and accurately under pressure