Senior Officer, Regional Fund & Discretionary Services, HSBC

HSBC

Location:
Hong Kong, Kowloon City

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

We are currently seeking a high calibre professional to join our team as a Senior Officer, Regional Fund & Discretionary Services. Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including ultra high net worth individuals, through Retail Banking and Wealth Management, Asset Management, Private Banking, and Insurance services.

Job Responsibility:

Support all funds order processing such as order placement to Fund House and settlement, provide operational support and services for funds end to end processing
monitor and ensure orders are delivered to Fund Houses/Transfer Agents before cut-off time and provide accurate and quality work to minimize operational loss, reversal rate and complaint cases
handle exceptions and problem cases under advice and supervision of manager and report irregularities and issues to supervisor promptly and accurately
arrange payment settlement with client and counterparties and provide quality services to internal and external clients in accordance with all group standards
follow up independently with queries raised, escalating to line manager where appropriate and back up other colleagues of the team in accordance with back up arrangement as advised by managers
proactively seek out opportunities to assist other team members and learn other tasks to become familiar with the full Unit Trusts operations flow
ensure compliance with all relevant internal control documents and external regulatory requirements and ensure the service level on various tasks
assist the development and implementation of initiatives to enhance service quality and operational efficiency, proactively initiate enhancement in job processes and support in system enhancement and ad hoc projects

Requirements:

Excellent knowledge of the bank’s various funds products
able to multitask and prioritize work at a fast-paced environment and appropriately balance quality and quantity of work
must be able to work within tight deadlines and able to work very independently whilst being part of a larger team
excellent communication skills, strong numerical and analytical skills and good problem-solving and interpersonal relationship skills
knowledge of funds operations particularly from distribution side of business and familiar with the securities market and banking practice
proficiency in English and Chinese

What we offer:

Continuous professional development
flexible working
opportunities to grow within an inclusive and diverse environment

Additional Information:

Job Posted:
July 28, 2025

Expiration:
August 11, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Senior Officer, Regional Fund & Discretionary Services

HSBC

Location:Hong Kong, Kowloon City

Category:Banking

Contract Type:Employment contract