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trust officer

  • Responsible for managing a portfolio of trusts and assisting team leader with the management of a larger portfolio of complex trust structures
  • Meeting with clients and intermediaries to develop relationships
  • Creating a management and development plan for one trust administrator
  • Completion of client profile project documenting source of wealth and connected parties for all trust clients under management
  • Tracking of client visitation schedules for entire trust company to ensure they were in line with HSBC standards

trust officer

  • Responsible for the overall management of a large portfolio of complex, multijurisdictional trust structures for ultra-high net worth individuals and assistance with administration of other trust portfolios within the teamAssets under administration include private jets, musical instruments, art collections, life insurance policies, property and investment portfolios