- Supervise management activities of collective investment managers in compliance with local financial regulations and trust deeds etc.
- Manage complex fiduciary matters and engage with stakeholders, including risk stewards.
- Ensure compliance with relevant internal and external rules, regulations, and business procedures of Trustee and Custodian business.
- Use knowledge of regulations, products, and procedures to guide clients and internal stakeholders from a fiduciary perspective.
- Manage the issuance of statutory reports and confirmations and handle business-related documentation.
- Communicate with Global Custodian / Transfer Agent for offshore investments implementation and Ensure alignment with HSBC group policies and relevant regulatory standards.
- Provide periodic key risk indicator reports to relevant stakeholders and run monthly Trustee and fiduciary Governance Committee meeting.
- Maintain client relationships through regular meetings, updates, and ensuring high client satisfaction alongside Sales, client Executives, product management, and Operations.
- Supervise management activities of collective investment managers in compliance with local financial regulations and trust deeds etc.
- Manage complex fiduciary matters and engage with stakeholders, including risk stewards.
- Ensure compliance with relevant internal and external rules, regulations, and business procedures of Trustee and Custodian business.
- Use knowledge of regulations, products, and procedures to guide clients and internal stakeholders from a fiduciary perspective.
- Manage the issuance of statutory reports and confirmations and handle business-related documentation.
- Communicate with Global Custodian / Transfer Agent for offshore investments implementation and Ensure alignment with HSBC group policies and relevant regulatory standards.
- Provide periodic key risk indicator reports to relevant stakeholders and run monthly Trustee and fiduciary Governance Committee meeting.
- Maintain client relationships through regular meetings, updates, and ensuring high client satisfaction alongside Sales, client Executives, product management, and Operations.
- Extensive knowledge and experience in Trustee and Custodian product and regulatory background with at least 15 years of experience in Securities Services or related fields.
- Comprehensive understanding of financial regulations, risk management, and compliance with internal and external rules and relevant business procedures.
- Strong experience in managing complex fiduciary matters and engaging with stakeholders, including risk stewards.
- Expertise in regulatory, product, and procedural knowledge to guide clients and internal stakeholders from a fiduciary perspective.
- Proficiency in managing statutory reports and confirmations, as well as handling business-related documentation.
- Strong business acumen with the ability to influence tactical decisions, and operate collaboratively within a complex organization
- Strong client relationship management skills, with a focus on regular updates, meetings, and ensuring client satisfaction.
- Must be a strong communicator both verbal and written (Korean and English).