Trust Services Referral Program Lead
About the role
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.
HSBC is one of the largest banking and financial services organizations in the world. Guided by our purpose of opening up a world of opportunity, our ambition is to become the world's most trusted bank globally, putting customers at the heart of everything we do.
The Trust Services Referral Program Lead has end-to-end responsibility for building a consistent, sustainable, and growth-focused trust referral platform across Wealth. This is a revenue-generating program used by Wealth's sales organization to help clients meet their trust service's needs. You'll sit within Wealth Planning and Advisory and work closely with Investment Counsellors and Relationship Managers across Wealth while maintaining strong working relationships with third-party trust providers. The role has broad exposure across Sales, Vendor Management, Relationship Management, the SEI platform and Risk and Control with extensive interaction across business and control functions. Success means clear governance and metrics, strong third-party partnerships and a referral process that works consistently across Wealth business lines and jurisdictions.
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 HSB