Private Banking and Trust Services

We are currently seeking a high caliber professional to join our department as Trust Services Manager.

Principal responsibilities:

• Handle daily trust administration work in respect of different type of trusts and estate accounts etc. in accordance with Bank’s policies and procedures. 
• Build up and maintain long term client relationships with the Settlors and the Beneficiaries to cater for wealth planning needs.
• Streamline workflows and provide quality services to clients.
• Review trust /legal documents and liaise with customers/other professionals on trust and estate related matters.
• Participate various projects to ensure trust operations are adhered to the Group and regulatory requirement as well as internal guidelines.
• Keep alert of regulations that may affect the administration of the Trusts.
• Coach and supervise Assistant Trust Services Managers.

Requirements :

• Degree in Business Administration, Law, Accounting or related disciplines
• Professional qualification in Society of Trust and Estate Practitioners (STEP) is a must
• Minimum 8 years’ experience in major bank or legal / accounting firm, with good knowledge of trust /estate/probate administration an advantage
• Extensive network in legal, taxation and trust fields
• Able to work independently with minimum supervision
• Strong self-motivation, customer service orientation and attentiveness to detail
• Good relationship management, communication, interpersonal and analytical skills
• Proficiency in English and Chinese
• Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes

All information provided by applicants will be used only for recruitment purposes and will be used strictly in accordance with the Bank's personal data policies, a copy of which may be obtained by the applicant upon request. Unless otherwise instructed in writing by the applicant concerned, applicants may be considered for other suitable positions within the Bank and its related companies. The personal data of unsuccessful job applicants may be retained for a maximum of two years from the date when the job application is rejected and such data may be retained for a longer period if there is a subsisting reason that obliges the Bank to do so, after which the personal data will be destroyed.

A Career with Hang Seng Bank

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.