Staff Wealth Operations

Some careers shine brighter than others. 

If you’re looking for a role that will help you stand out at HSBC, take a look at how you can fulfil your potential.

Within International Wealth and Premier Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra-high net worth individuals and their families. We help our customers look after their day-to-day finances and manage, protect and grow their wealth. The International Wealth and Premier Banking Chief Operating Office supports the business to deliver exceptional customer journeys and increase efficiency across our global network. We support the business through effective governance, financial and risk management, transformation, and operational management, ensuring that all International Wealth and Premier Banking business units and markets have the right capabilities and procedures to compete effectively and grow safely. We work in an agile manner and at pace, partnering with teams in Technology and Digital Business Services to bring innovative, digital-first solutions to our customers. 

We are currently seeking an experienced professional to join this team in the role of Staff Wealth Operations

Responsibilities:

• Processing day to day Wealth operational tasks including for account opening, investment order execution & settlement, bonds tax statement
• Ensure all requests are processed within SLA and COT
• Ensure to perform daily maintenance align with and update SOP, Guidelines and request
• End day checking to ensure all requests are processed in timely manner.
• Working In a Team and able to be independent if required

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

• Brief description on required experiences / skills:
• Familiar with HUB will be benefit
• Good analytical and logic thinking
• Coding and automation will be highly preference (ms access, VBA, web coding, macros)
• Good in Microsoft Office (Word, Excel, Powerpoint).
• Familiar with Wealth product and process.
• Good writing and communication skills in English.
• Meticulous in reading request and documents.
• Able to create and maintain good relationships with (internal) customers.
• Able to work both in team and individually.

You’ll achieve more at 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.