Job description
Some careers open more doors than others.
If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
HSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.
We are currently seeking a high calibre professional to join our team as a Senior Officer, Regional Fund & Discretionary Services.
Principal Responsibilities
- Support all Funds order processing such as order placement to Fund House and settlement
- Provide operational support and services for Funds end to end processing
- Monitor and ensure orders are delivered to Fund Houses/Transfer Agents before cut-off time
- Provide accurate and quality work to minimize operational loss, reversal rate and complaint cases
- Handle exceptions and problem cases under advice and supervision of manager
- Report irregularities and issues to supervisor promptly and accurately
- Arrange payment settlement with client and counterparties
- Provide quality services to internal and external clients in accordance with all group standards
- Follow up independently with queries raised, escalating to line manager where appropriate
- Back up other Colleagues of the team in accordance with back up arrangement as advised by managers
- Proactively seek out opportunities to assist other team members
- Proactively learn other tasks to become familiar with the full Unit Trusts operations flow
- Ensure compliance with all relevant internal control documents and external regulatory requirements
- Ensure the service level on various tasks
- Proactively initiate enhancement in job processes
- Assist the development and implementation of initiatives to enhance service quality and operational efficiency
- Support in system enhancement and ad hoc projects
Requisitos
- Excellent knowledge of the bank’s various funds products
- Able to multitask and prioritize work a fast-paced environment
- Must be able to work within tight deadlines
- Able to appropriately balance quality and quantity of work
- Strong numerical and analytical skills
- Excellent communication skills
- Knowledge of funds operations particularly from distribution side of business
- Able to work very independently whilst being part of a larger team
- Proactive and willing to learn
- Solid experience in order execution, settlement, corporate action and funds operations
- Familiar with the securities market and banking practice
- Good problem-solving skills
- Good interpersonal relationships and communication skills with proficiency in English and Chinese
You’ll achieve more when you join HSBC.
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited.