Trust Relationship Officer

HSBC Global Services Limited • New York, NY

1d • Onsite

About The Position

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.
The Trust Relationship Officer is responsible for providing high-quality trust and fiduciary services to Ultra and High Net Worth (UHNW/HNW) clients. The role supports the servicing and operational maintenance of trust and estate relationships and provides support to Trust Relationship Managers to ensure trust and company structures are administered in accordance with governing documents (e.g., Trust Deed, Memorandum & Articles of Association or equivalent), applicable laws and regulations, and internal policies and standards.

Requirements

• Experience in trust/fiduciary administration and client servicing within a regulated financial services environment.
• Working knowledge of trust and company structures, governing documentation, and jurisdictional requirements relevant to the role.
• Strong understanding of due diligence, KYC/AML, and operational risk controls.
• Ability to manage multiple deadlines and deliver accurate, high-quality reporting.
• Strong communication skills and confidence in handling client queries and stakeholder coordination.
• Commercial awareness (pricing support, identifying opportunities, understanding client needs).
• Ability to coach/support administrators and contribute to a collaborative team environment.

Nice To Haves

• Bachelor of Arts or Bachelor of Science, preferably

Responsibilities

• Support the ongoing service of UHNW/HNW trust and estate relationships, responding to client requests and coordinating with internal and external stakeholders as needed
• Provide operational support to Trust Relationship Managers on more complex trust and estate portfolios
• Deliver quality service to customers and beneficiaries by responding to written and telephone enquiries
• Partner with Trust Relationship Managers to forward committee-approved discretionary distributions to Operations for processing
• Prepare and maintain payment documentation, ensuring completeness and the right approvals (customer, co-fiduciary, Trust Relationship Manager and/or committee)
• Maintain activity reports and files as requested; review for accuracy, take corrective action where needed, and prepare files for imaging
• Keep accurate activity records and assemble/complete/amend related documentation; contact customers to resolve documentation exceptions
• Assist with deposits, distributions, investigations, and support Trust Relationship Managers with account openings and closings
• Monitor account portfolios; alert Trust Relationship Managers and customers about outstanding balances and anticipated cash needs (investments/asset purchases, distributions, expense payments); reconcile cash balances and prepare account status reports

Benefits

• tailored professional development opportunities
• competitive pay and benefits package
• robust Wellness Hub
• welcoming and inclusive work environment
• industry-leading volunteerism policy
• generous matching gift program
• comprehensive program of immersive Sustainability and Climate Change Initiatives
• Employee Resource Groups

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level