Wealth Business Service Officer, HSBC

HSBC

Location:
Taiwan, Taipei

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Digital Business Services is a pivotal part of the Group, providing essential operational and technical support to global businesses and helping improve customer service and efficiency. The role includes performing varied operational processes, ensuring compliance with regulations, authorizing transactions, providing excellent customer service, updating investment data, and training junior staff. Familiarity with banking systems and investment products is essential.

Job Responsibility:

To perform operation process for all possible transaction types in HSBC TWN which includes but not limited to account services, operation support, account investigation, mutual fund subscription, SN, ETF, Secondary Bond, Onshore/Offshore Bond Transfer, switch, redemption, allotment, dividend allocation, distribution, Fund house operation coordination, Regulation official letter handling, Trust related taxation reporting, and quality management, audit confirmation process
To authorize transactions and customer's account maintenance, within limits to comply with BIM, MOF, and CBC FEX rules/regulations
To get familiar with different system, understanding objectives and to setting priorities to get jobs done efficiently and effectively
To ensure all maintenance/transactions are appropriately authorized and handled timely & accurately by providing necessary training and advice to junior staff
To provide excellent customer services to customers/colleagues with professional, pleasant and delivered and performed efficiently and professionally
To clarify customer's requirement on each type of maintenance in investment products
To perform first checking on transactions and support documents to comply with BIM, MOF related regulations and verify vouchers under authorized limits
To update funds on/off the shelf, website fund data maintenance, NAV updates/short trade/shareholder vote collection, fund express maintenance & corp. action handling

Requirements:

University or above
Sufficient foreign Exchange regulation knowledge and Trust regulations
With professional banking knowledge
Familiar with banking systems
Project Management skill
Familiar with investment procedures and banking system
Fluent in English speaking and writing
Trust License-Level 4 and 3 are required
Internal control license

Additional Information:

Job Posted:
May 15, 2025

Expiration:
August 15, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Wealth Business Service Officer

HSBC

Location:Taiwan, Taipei

Category:Banking

Contract Type:Employment contract