Paralegal, US Wealth and Personal Banking

At HSBC, the health and well-being of our employees remains of utmost importance. Many of our roles are permitted to work from home (in states in which HSBC is licensed to operate) until further notice. Upon resumption of normal operations, this role may be performed at our New York, New York office.

As the Paralegal, US Wealth and Personal Banking, you will play a key role in supporting attorneys in the HSBC US Wealth and Personal Banking ("WPB") team. The WPB business offers variety of banking, credit and investment services to mass affluent, high net worth and ultra-high net worth clients with a focus on internationally-minded clients.

WPB attorneys advise on Retail and Private Banking, Insurance, Asset Management, Credit and Lending and Trusts and Fiduciary Services.

Here's what you can expect day-to-day.

As the Paralegal, US Wealth and Personal Banking, you will:
  • Analyze of the legal sufficiency of:
    • Powers of attorney
    • Guardianship documents
    • Trust agreements
    • Partnership, Corporation and LLC formation documents
  • Conduct legal research
  • Support front and middle office staff with Trust and fiduciary account opening and account servicing questions, including creating FAQs and guidance manuals as necessary
  • Analyze complex corporate structures for credit and lending transactions
  • Proactively identify and escalate matters that require attorney engagement
  • Develop and maintain internal reporting as needed


A glimpse into our culture:

We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank for the future.

As an HSBC employee, you will have access to tailored professional development opportunities to ensure the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub and paid time-off to volunteer. We work hard to ensure that our workplace is a diverse, inclusive environment with a strong dedication to sustainability. Our Employee Resource Groups play a central part in life at HSBC, including the development of our employees and our connection to the communities and customers we serve.

About Us

Our purpose - Opening up a world of opportunity - explains why we exist. We're here to 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.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.