Kowloon City, Kowloon, Hong Kong
5 days ago
Senior Officer, Regional Fund & Discretionary Services - Private Banking

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 settlementProvide operational support and services for Funds end to end processingMonitor and ensure orders are delivered to Fund Houses/Transfer Agents before cut-off timeProvide accurate and quality work to minimize operational loss, reversal rate and complaint casesHandle exceptions and problem cases under advice and supervision of managerReport irregularities and issues to supervisor promptly and accuratelyArrange payment settlement with client and counterpartiesProvide quality services to internal and external clients in accordance with all group standardsFollow up independently with queries raised, escalating to line manager where appropriateBack up other Colleagues of the team in accordance with back up arrangement as advised by managersProactively seek out opportunities to assist other team membersProactively learn other tasks to become familiar with the full Unit Trusts operations flowEnsure compliance with all relevant internal control documents and external regulatory requirementsEnsure the service level on various tasksProactively initiate enhancement in job processesAssist the development and implementation of initiatives to enhance service quality and operational efficiencySupport in system enhancement and ad hoc projects

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 settlementProvide operational support and services for Funds end to end processingMonitor and ensure orders are delivered to Fund Houses/Transfer Agents before cut-off timeProvide accurate and quality work to minimize operational loss, reversal rate and complaint casesHandle exceptions and problem cases under advice and supervision of managerReport irregularities and issues to supervisor promptly and accuratelyArrange payment settlement with client and counterpartiesProvide quality services to internal and external clients in accordance with all group standardsFollow up independently with queries raised, escalating to line manager where appropriateBack up other Colleagues of the team in accordance with back up arrangement as advised by managersProactively seek out opportunities to assist other team membersProactively learn other tasks to become familiar with the full Unit Trusts operations flowEnsure compliance with all relevant internal control documents and external regulatory requirementsEnsure the service level on various tasksProactively initiate enhancement in job processesAssist the development and implementation of initiatives to enhance service quality and operational efficiencySupport in system enhancement and ad hoc projectsExcellent knowledge of the bank’s various funds productsAble to multitask and prioritize work a fast-paced environmentMust be able to work within tight deadlinesAble to appropriately balance quality and quantity of workStrong numerical and analytical skillsExcellent communication skillsKnowledge of funds operations particularly from distribution side of businessAble to work very independently whilst being part of a larger teamProactive and willing to learnSolid experience in order execution, settlement, corporate action and funds operationsFamiliar with the securities market and banking practice Good problem-solving skillsGood interpersonal relationships and communication skills with proficiency in English and Chinese

You’ll achieve more when you join HSBC.

www.hsbc.com/careers

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.

Excellent knowledge of the bank’s various funds productsAble to multitask and prioritize work a fast-paced environmentMust be able to work within tight deadlinesAble to appropriately balance quality and quantity of workStrong numerical and analytical skillsExcellent communication skillsKnowledge of funds operations particularly from distribution side of businessAble to work very independently whilst being part of a larger teamProactive and willing to learnSolid experience in order execution, settlement, corporate action and funds operationsFamiliar with the securities market and banking practice Good problem-solving skillsGood interpersonal relationships and communication skills with proficiency in English and Chinese

You’ll achieve more when you join HSBC.

www.hsbc.com/careers

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.

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