Job Advert Details
滙豐證券服務部:作為業界先驅的國際級銀行，不論是現在或未來，滙豐證券服務部提供了強大與可靠的解決方案，以提高績效和降低風險。滙豐證券服務部提供包括證券保管、結算、股務、資金匯兌服務及基金會計、基金事務服務給國際及國內專業投資機構 ( 如：銀行、證券商、基金公司、壽險公司等)。As part of the world’s leading international bank, HSBC Securities Services provides robust and reliable solutions that enhance performance and mitigate risk, today and in the future. Working with institutional investors, banks, insurance companies, governments and multinational corporations, HSBC Securities Services offers a range of fund administration, global custody, sub-custody and clearing, and corporate trust and loan agency services.
People responsibility: Y
Report to: Senior Transitions Manager, Client Change and Onboarding (Function Manager) / SVP Account Management (Entity Manager)
Role Purpose
The jobholder is responsible for the new business on-boarding process for clients based in Taiwan of the Asia pacific region for HSBC Securities Services. The key objective is to lead new fund/client take on within a prescribed risk profile, product scope, timeline hand resources. The process involves close coordination, on a project basis, end-to-end from business approval, agreeing key operational requirements, getting requisite setups completed, navigating legal documentation, arranging asset transitions etc all the way to go-live. The role involves high level of client communication and client interaction. The incumbent will work very closely with Sales Team, Client Management and key personnel at client’s end. It is important for the incumbent to ensure that clients and internal stakeholders are kept updated periodically and any issues escalated quickly. Success is reflected in client satisfaction scores achieved via a smooth onboarding experience that leads to the commencement of a long-term business relationship.
In this role, you will:
Job Contents
People responsibility: Y
Report to: Senior Transitions Manager, Client Change and Onboarding (Function Manager) / SVP Account Management (Entity Manager)
Role Purpose
The jobholder is responsible for the new business on-boarding process for clients based in Taiwan of the Asia pacific region for HSBC Securities Services. The key objective is to lead new fund/client take on within a prescribed risk profile, product scope, timeline hand resources. The process involves close coordination, on a project basis, end-to-end from business approval, agreeing key operational requirements, getting requisite setups completed, navigating legal documentation, arranging asset transitions etc all the way to go-live. The role involves high level of client communication and client interaction. The incumbent will work very closely with Sales Team, Client Management and key personnel at client’s end. It is important for the incumbent to ensure that clients and internal stakeholders are kept updated periodically and any issues escalated quickly. Success is reflected in client satisfaction scores achieved via a smooth onboarding experience that leads to the commencement of a long-term business relationship.
In this role, you will:
Job Contents
- Lead the on-boarding process for new case launches with tight governance
- Closely coordinate with Sales, and Client Management to take clients through business acceptance to go-live
- Engage with Service Delivery and Product teams to ensure client requirement are serviceable or on a development path
- Maintain a library of current documentation and processes for new case onboarding
- Develop and maintain good relationships with key client personnel
Information
- Relevant experience in Global Banking and Markets businesses
- Familiarity and experience in asset custody, market regulations, fund structures and associated industry practices will be an advantage
- Strong interpersonal skills and proven ability of managing clients
- Ability to understand detailed operational and regulatory requirements
- Excellent written English and Chinese, excellent oral skills in English and Mandarin.
- Ability to effectively prioritize and manage multiple priorities in a deadline driven environment
- Willing to drive change and improve client experience.