HSBC Group

GCB 5

Some careers open more doors than others.

If you’re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC.

International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight.

We are currently seeking a high calibre professional to join our team as a Manager Business and Intermediary Operations.

Principal Responsibilities

The Business and Intermediary Operations Manager will play a pivotal role in overseeing the day-to-day operations of the Business and Intermediary Operations team. This position will focus on implementing processes and smooth transition to post-eMPF.

In this role you will

• Oversee Intermediary Operations; Develop and deliver training materials and resources to support intermediaries, ensuring they have the tools necessary for success and arrange their onboarding processes. You will also be required to collaborate with team heads to enhance the overall intermediary experience
• Work on Communication & Publication Support; Develop and coordinate communication materials to support business & intermediary activities, e.g. blasting, prior notice, secure message, etc
• Contribute to Team Management; Supervise and coordinate the activities of team members and support their professional development, assist in hiring, training, and evaluating team performance to ensure a high level of competency and morale. You will also help define team targets allocation across teams
• Champion Operational Efficiency; Consistently review operational processes and identify areas for improvement as well as implement standard operating procedures (SOPs) to streamline operations and ensure consistency in workflows and compliance of regulatory requirements
• Contribute to Client Onboarding; Manage the client onboarding process for new pension clients, ensuring clarity and efficiency in their transition and manage the onboarding AML/KYC process to ensure it fulfils the internal standard and external regulatory requirement
• Handle Finance Operations; Contribute to Business Finance and accounting, e.g. commission settlement, bonus rebate settlement, reserve fund for GTF top up, etc. and oversee the revenue/fee distribution ensuring it aligns with the agreed fee model
• Contribute to Business Management Information; Assist in conducting market research to identify trends and opportunities that could inform strategic decisions related to business development and stay informed of industry developments to proactively engage with intermediaries on emerging needs and preferences
• Support Risk Control & Governance; Maintain and track the risks items for business and ensure adherence to all relevant regulatory requirements, assisting in audits and compliance assessments as needed

To be successful you will need

• Bachelor’s degree in business administration, Finance, or a related field
• Proven strong experience in operations management or a related area, preferably in Pensions, financial services or intermediary context
• Strong analytical and problem-solving abilities, with a keen eye on details
• Exceptional communication and negotiation skills with a strong customer-centric approach
• Ability to analyse performance data and generate actionable insights
• Empathy and approachability, able to build trust with intermediaries

When applying, please submit a full resume and attach your appraisal reports for the last two performance years. Your local internal application policy should be followed. For internal applicants in Hong Kong with less than twelve months in their current role, please also obtain and enclose the endorsement from your current line manager in the application as well; for more information, you can visit HRDirect and search for content "HKG: Do I need any approval to look for internal career opportunities?". 

Opening up a world of opportunity

Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.

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.