Officer (Funds and Discretionary Services)

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

We are currently seeking an experienced professional to join our team in the role of Officer (Funds and Discretionary Services).

Principal responsibilities

• Support end to end process for Discretionary Mandate Opening/Maintenance/Termination Services including parameter set up/update, Fund transfer activities including top-up, redemption and income distribution, fee booking, trailer/placement fee handling, monthly reporting preparation
• Provide operational support and services for discretionary account services
• Assist the development and implementation of initiatives to enhance service quality and operational efficiency
• Perform the day-to-day operations to ensure the accuracy for maintaining high standard of customer service delivery
• Review and clear reconciliation break to ensure no discrepancy in booking
• Assist in handling customer complaints and perform investigation to identify the root cause with prompt service recovery

Requirements

• Knowledge of the mandate operation and banking products across all related asset classes and experience for discretionary account services is preferrable
• Strong numerical and hands on skills
• Strong data entry speed and accuracy
• Ability to meet tight deadlines
• Proficiency in Microsoft Excel
• Good interpersonal relationships and communication skills with proficiency in English and Chinese

Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.

Due to the urgent hiring need, candidates with immediate right to work locally and no relocation need will be prioritised.

You’ll achieve more when you join HSBC.

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.