HSBC Private Bank (Suisse) SA

Work style Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance In this role, you will: Developing our Premier customer base and establishing long term relationships with an assigned Premier clientele portfolio Managing the total wealth of your clients by matching our financial and investment product solutions to their financial needs Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate Supporting branch improvement initiatives, providing customer feedback of our service and ensuring compliance with audit requirements and quality assurance Requirements To be successful in the role, you should meet the following requirements: University level education, preferably in finance, business or a related discipline Experience in client facing environment, with excellent relationship building capability Strong sales and customer orientation, with good communication and interpersonal skills High level of customer centricity mindset with dedication to deliver exceptional quality services for customers Good understanding and strong interest of the financial markets Mature and independent mindset, able to work effectively under pressure Strong commercial orientation with acute interpersonal skills Fluency in Mandarin and English 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 and 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./SY Join our Talent Community so that we can keep you updated and informed of the latest happenings at HSBC

Work style 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 International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy We are currently seeking a high calibre professional to join our team as Principal Responsibilities Primary responsibility is to provide support to TFS teams in all jurisdictions concerning matters of fiduciary responsibility, risk and technical trust; product ownership, and regulatory, tax and company law issues, thereby ensuring the business operates and is governed and controlled effectively as a global business and within risk appetite Lead a team of c.10 professionals in the industry’s premier provider of trust, wealth and succession planning, and philanthropy solutions with some 1,700 client relationships; Assets under Administration (AUA) of USD251 billion, Revenues of c.USD130m with additional contributory revenues to HSBC of c.USD260m The specialist team under the job holder’s leadership is responsible for key considerations in protecting HSBC and its clients: namely, policies and oversight regarding the discharging of fiduciary responsibilities of the trustee, tax and regulatory matters that drive changes in product, process, decision-making of the trustee, product governance, the definition of policies and pricing regarding TFS services The role holder is responsible for the day-to-day management of all products, representing Trust & Fiduciary Services in the IWPB GPPC and having active engagement with the WPS Product teams Close liaison with other Group Functions is imperative to effectively carry out the responsibilities of the role; particularly Compliance, Tax, Legal Keep abreast of market developments through engagement with Wealth Planning & Advisory, and ensure client propositions are updated across the global platform to meet changing market and legal/regulatory conditions Act as an effective advisor to others in Trust & Fiduciary Services or the Wealth Planning & Advisory globally for complex structuring for UHNW clients that may require a detailed assessment of appetite and other considerations given the nature of the proposal being considered Work closely with Company Secretary & Governance and external counsel on matters related to the management of the BVI entities in the Trust & Fiduciary Services structures Demonstrate strong HSBC values, and uphold and promote the image of the business, including the delivery of fair outcomes for clients Work with others to design policies and procedures for trust and related activities globally – from a fiduciary perspective – that are in compliance with Group standards, which may extend to the provision of training Documentation pertaining to the services offered by Trust & Fiduciary Services are managed and updated Be an effective member of EXCO, OPCO, RMM, Conduct Committees, in addition to other global governance meetings; Act as a Director or Executive Director, as appropriate, for relevant HSBC Trustee-related entities Act as a senior spokesperson for trust and related activities, particularly with regards to policy or in industry fora that consider such matters Requirements Qualifications & Requirement Qualified trust professional with senior management experience in private trust business. Experience in private banking business would be a clear advantage Expert knowledge of fiduciary duties, trust laws, estate & succession planning, and investment management principles as well as common risks and issues affecting trust companies Strategic thinker with the ability to develop and execute a long-term vision for effective trust governance, oversight and product development Strong understanding of the regulatory and compliance landscape governing trust and fiduciary services and ability to translate information to actionable plan for the Trustee Outstanding Customer focus with a keen desire to provide internal advice and where necessary work with external advisors on ultra-high-net-worth (UHNW) clients and their families on complex, sensitive matters Superior communication and interpersonal skills, with the ability to explain intricate concepts clearly and confidently to colleagues, clients and internal stakeholders A proven leader confident in managing and developing teams and participating and representing the role in senior business forums Opening up a world of opportunity 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 Join our Talent Community so that we can keep you updated and informed of the latest happenings at HSBC