Trust and Estate Professional

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

About Our Team

Our team is dedicated to providing exceptional service to our high net worth clients. We work closely with our clients to understand their financial goals and provide tailored solutions to meet their needs.

Key Responsibilities:

  • Portfolio Management: Manage trust relationships and structures, including the management of underlying assets such as real estate and investment portfolios.
  • Cross-Selling Opportunities: Identify opportunities for philanthropy, governance, liquidity planning, and cross-selling for our clients.
  • Client Communication: Maintain regular communication with clients to ensure their needs are being met and to identify potential new business opportunities.

What You'll Need To Succeed

To succeed in this role, you will need excellent communication and interpersonal skills, as well as the ability to work independently and as part of a team.



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