Manager, Funds and Discretionary Services - Private Banking Operations

GCB 6

We are currently seeking a high calibre professional to join our team as Manager.

In this role you will:

• 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
• Collaborating with Team Manager to provide constructive feedback on team performance
• Manage and assist Team Manager to supervise a team to provide operational support and services for discretionary account services
• Assist the development and implementation of initiatives to enhance service quality and operational efficiency
• Good planning and managing projects aimed at achieving system enhancement/new product launched
• Manage the day-to-day operations to ensure the accuracy for maintaining high standard of customer service delivery
• Monitor reconciliation breaks to ensure no discrepancy of booking
• Recommend improvement of the operations workflow for process streamline and effectiveness
• Review and monitor performance of team members via the group email boxes to ensure appropriate handling of customer inquiries and processing of instructions
• Prepare investigation reports including operational incident report for management review and approval
• Handle customer complaint and perform investigation to identify the root cause with prompt service recovery
• Monitor workflow of team members to ensure resources are allocated appropriately.
• Provide guidance and training to team members to enhance their operations knowledge and competency

To be successful you will need:

• Excellent knowledge of the mandate operation and banking products across all related asset classes
• Solid experience for discretionary account services
• Strong numerical skills
• Good problem-solving skills
• Ability to meet tight deadlines
• Strong team player
• Good interpersonal relationships and communication skills with proficiency in English and Chinese

Opening up a world of opportunity

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.

https://www.youtube.com/embed/QmZ7Un5gR8c?si=LCa6slfBqlUlxUE-