HSBC Group

At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.

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. 

People responsibility: N

Reporting to: to SVP, Head of Fund Operations

Role Purpose

處理基金事務各類事項，參與/管理部門專案，並維持與提升客戶服務品質

In this role, you will:

-基金募集發行、申購、買回、收益分配、股務相關作業

-客戶開戶、資料維護、洗錢防制相關作業

-FATCA、CRS、稅務、申報相關作業

-一般事務性工作及專案任務支援

-大學以上，商學、會計、財務金融、經濟學相關系所畢業

-符合投信投顧業務人員資格，具投信投顧相關證照 (投信投顧業務員、證券商高級業務員、金融市場常識與職業道德、投信投顧相關法規（含自律規範）等)

-具投信投顧後台基金事務作業及相關專案管理經驗者佳

-熟悉國內相關法令規定，並能獨立作業

-細心、認真負責具良好溝通技巧，主動維持良好的客戶服務品質

-英文溝通能力(聽說讀寫)佳

We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. By enabling you to perform at your best, we deliver innovative solutions and ensure our costumers thrive. 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.

Opening up a world of opportunity.