Ready to build a trust referral platform that delivers value across Wealth?The OpportunityThe 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.
What you'll be doing- 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
What we're looking for- 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
Strengthening trust referrals at scaleThis role sits at the intersection of client needs, referral execution, and third-party partnerships. You'll shape how trust services referrals are governed, measured, and delivered across Wealth while keeping Risk and Control at the center of delivery. If you want to build a sustainable platform that helps client-facing teams support better client outcomes this role offers real visibility and impact. Apply to join Wealth Planning and Advisory and help strengthen how we connect clients to the trust services they need
Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location
