# Trust Services Referral Program Lead

**Company**: Intl Wealth & Premier Banking
**Location**: New York, New York
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://portal.careers.hsbc.com/careers/job/563774612444645?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_ea23c634-bc5

## Description

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.

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.

Responsibilities:

- Oversee the day-to-day activities of running the Trust Services Referral Program

- Commercialize the program by applying a broad understanding of functional areas and business principles

- Identify internal and external stakeholders and build and manage relationships across key organizations

- Define and produce metrics that support governance, program success, and Net New Investable Assets (NNIA) identification from trust referrals

- Strengthen the trust referral process and procedures for client-facing roles including Relationship Managers (RMs), Wealth Planners, and Investment Counsellors (ICs)

- Negotiate contracts with third-party trust providers and manage relationships in line with HSBC’s Third-Party Risk Management policy

- Advance technology initiatives to support delivery of the trust referral program including on the SEI platform

- Communicate status, issues, and risk disposition to stakeholders including senior management and coordinate mitigations

Requirements:

- Bring good knowledge of private banking and affluent market trends

- Demonstrate substantial experience in business-facing roles and strategic projects and or program management

- Show a proven track record collaborating across teams and cross-functional areas on large strategic projects

- Bring experience gained in business-facing roles including consulting, technology and or management

- Demonstrate proven experience engaging in external business relationships including contract negotiation

- Partner effectively with Risk and Control including engagement with Second Line of Defense (2LOD) and Third Line of Defense (3LOD) to address gaps, audits, and exams

- Apply risk-based decision making aligned to HSBC’s values, policies and applicable laws, rules, and regulations

- Work effectively across multiple jurisdictions while maintaining adherence to program processes, procedures, methods, and standards

Benefits:

- Competitive pay and benefits package

- Robust Wellness Hub

- Industry-leading volunteerism policy

- Generous matching gift program

- Comprehensive program of immersive Sustainability and Climate Change Initiatives

## Skills

### Required
- private banking
- affluent market trends
- business-facing roles
- strategic projects
- program management
- contract negotiation
- risk management

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Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774612444645?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)