HSBC Group

Investment Assistant - Global Operations

If you’re looking to take an exciting new direction with your HSBC career, an internal move can open the door to many opportunities, allowing you to take on a new challenge, and develop your skills. Bring your knowledge of our brand to a new role and grow yourself further.

Our Digital Business Services teams are the foundation of HSBC, providing essential support across technology, operations and key central business services for our global businesses and functions. This includes running customer operations, delivering innovative digital solutions for customers and colleagues, managing bank-wide change, and central services such as procurement and real estate management. The teams play a vital role in driving great experiences for customers and colleagues, and enabling the bank’s strategy. 

A move across the business allows you to continue to access tailored professional development opportunities, and our fantastic benefits packages.

We are currently seeking an experienced individual to join this team in the role of Investment Assistant.

In this role, you will:

·       Recognise and maximise opportunities to cross-sell products/promote awareness of other product offerings, enhancing the reputation and brand of M&S Bank

·       Administer and maintain customer accounts in accordance with customer instructions, procedural and regulatory requirements.

·       Compliance with regulatory guidelines & time-scales

·       Identifying and progressing areas for personal development

·       Meeting agreed performance objectives, core standards and ways of working

·       Maintaining continuous personal development record in conjunction with FCA guidelines through training.

To be successful in this role you should meet the following requirements:

·       A background working with M&S Bank products

·       Experience of dealing with customers/third parties via the telephone.

·       Strong working knowledge of Microsoft Suite

·       Detailed knowledge of Savings and Investments Industry

·       M&S Bank system knowledge e.g. Co-Stars, SOCS, Servebase 

·       High level of written and verbal communication skills

Continue to grow with our internal opportunities.

Within the workplace you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has processes in place to avoid nepotism.  This means we will avoid circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.
 
We believe that being open to a range of perspectives and cultures is vital for our business. We work hard to ensure our diverse and inclusive workplace reflects the communities we serve. We want everyone to achieve their potential – regardless of their gender, ethnicity, disability, religion, sexual orientation or age. If you have a different way of seeing the world, we are interested in hearing from you.

HSBC is committed to being an inclusive employer and providing an inclusive and accessible recruitment process for all. We will provide reasonable adjustments to remove any disadvantage to you being considered for this role. We are proud members of the Disability Confident Scheme, and will offer an interview to disabled candidates who meet the minimum criteria for the role.

If you would like to receive any information in a different way or would like us to do anything differently to help you apply for our roles, please contact our Recruitment Helpdesk:

Email: hsbc.recruitment@hsbc.com
Telephone: +44 20783285000