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Wealth Services Associate

https://www.hsbc.com Logo

HSBC

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Location:
Hong Kong, Kowloon City

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Category:
Banking

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

International Wealth and Premier Banking (IWPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs.

Job Responsibility:

  • Oversee end-to-end investment operations perform by offshore(s) including data maintenance, regulatory / external reporting and reconciliation
  • Monitor related internal control procedures, devise and design operation workflow to fulfil Business requirements and Market changes
  • Identify opportunities for process improvement and assist in re-engineering initiatives to increase operational efficiency and effectiveness
  • Assist in exceptional / error cases handling involving case reporting, remediation, root cause identification and improvement
  • Participate in product & system development projects and coordinate related user acceptance tests
  • Manage and update authorized signatories of bank accounts of subsidiaries, perform regular review in accordance with the established procedures
  • Extract and prepare necessary figures from core systems for various reporting
  • Handle customer / branch / external enquiries

Requirements:

  • University degree in a related discipline or other relevant qualifications
  • Experience in banking industry, with sound knowledge of investment products / systems and relevant regulations preferred
  • Strong self-motivation, attentiveness to details, with good communication and interpersonal skills
  • Sound knowledge of application software such as MS Excel / Access preferred
  • Proficiency in both English and Chinese, fluency in Putonghua an advantage
  • Great sense of ownership, servicing mindset to ensure efficient and effective customer service processes and ability to exercise sound judgment in decision making practices
What we offer:
  • Flexible working
  • Opportunities to grow within an inclusive and diverse environment
  • Continuous professional development

Additional Information:

Job Posted:
September 09, 2025

Expiration:
September 23, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:
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