Family Governance Specialist - Global Private Banking

Job level Senior
Work exp 6 Years To 7 Years
Education Bachelor Degree
Within Hong Kong
Employment type Full Time
Industry Banking
Job function Banking / Finance > Private Banking / Wealth Management
Banking / Finance > Others
Published On 18/09/2019
ref. 0000D3Q8
Some careers have more impact than others.

If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued. 

HSBC Private Bank 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. At HSBC Private Bank, we put our clients at the centre of everything we do.
We are currently seeking a high caliber professional to join our team as Family Governance Specialist.
In this role, you will
  • To  assist in developing end-to-end family and business governance solutions     and structures for Ultra High Net Worth families by collaborating with     cross functional teams and external professional advisors for family unity     and business succession
  • To help prepare highly tailored presentations and any necessary documents for marketing of family governance solutions to targeted Ultra High Net Worth families
  • To promote Family Governance service and capabilities, assist in generating new business through trust relationship managers and private banking relationship managers and other HSBC banking groups as assigned from time to time
  • To support completion of trust and family governance solutions by working with various internal function and client advisor, gatekeeper and family office for preparation of necessary trust set up and asset transfer documents
  • To assist in implementation of family governance solutions through developing financial models and performing industry, project, sensitivity or scenario analyses for ongoing oversight of the performance of trust underlying assets
  • To facilitate the review of significant transactions across industries and geographical locations and identify key opportunities and risk factors as part of the family governance process
  • As family governance services delivery, to help evaluate business performance of major operating companies with Ultra High Net Worth families in governance meetings
  • To collate and support the appraise of market updates of major trust assets and prepare newsfeed for the platform for risk management purpose  
To be successful in this role, you should meet the following requirements
  • Degree holder in Law or Business, Accounting
  • Solid legal background and experience highly preferable
  • Relevant work experience in Family trust, Family Governance or related disciplines with The Hong Kong Institute of Chartered Secretaries qualification will be an advantage
  • Qualified Lawyer or Accountant with good drafting skills are preferable
  • Sound analytical mind with great attention to details
  • Excellent interpersonal skills with client facing experience
  • Good team player and able to work independently and takes initiation
  • Fluent in both spoken and written English, Mandarin and Cantonese  
For further details and application information please visit our career site, search under reference number 0000D3Q8
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Issued by The Hongkong and Shanghai Banking Corporation Limited