Wealth Operations Technical Officer

If you’re looking for a career that will help you stand out, join HSBC, and fulfil your potential - whether you want a career that could take you to the top, or an exciting new direction, we offer opportunities, support and rewards that will take you further.

We are currently seeking an experienced professional to join our team in the role of Wealth Operations Technical Officer on a full-time basis.

Are you passionate about delivering exceptional service and driving operational excellence? We’re looking for a proactive and detail-orientated Wealth Operations Technical Officer to join our Wealth Operations Team. In this role, you’ll be at the heart of our operations, supporting customers, stakeholders, and colleagues to ensure we deliver best-in-class solutions and maintain the highest standards of compliance and efficiency

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

In this role you will:

• Handle day-to-day enquiries, associated with back-office processing, from our Global Operation Teams, resolving issues and seeking guidance when needed
• Provide support and guidance to colleagues and other teams within Wealth Operations.
• Analyse & interpret data to identify process improvements
• Adhere to all relevant risk and control frameworks and keep up to date with regulatory changes.
• Support ad hoc regulatory and/or strategic projects

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

• Strong verbal and written communication skills
• Proficient in the day-to-day use of Microsoft Office packages including Excel and Word
• Experience in a regulated environment and knowledge of relevant regulations (CASS, ISA, COB) is desirable
• Excellent organisational skills, with the ability to prioritise tasks and meet deadlines
• The ability to adopt a collaborative approach, supporting colleagues and encouraging teamwork
• A proactive mindset, always looking for ways to improve processes and customer outcomes
• Knowledge of investment products and markets is advantageous

Opening up a world of opportunity.

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk via hsbc.recruitment@hsbc.com.