Job Advert Details Digital Business Services is a pivotal part of the Group, providing essential operational and technical support to our global businesses and helping improve customer service and efficiency.
Digital Business Services combines global expertise and technology to help keep us ahead of the competition.- People responsibility: N- Report to : SVP WPB Operations- Job Content :● To perform operation process for all possible transaction types in HSBC TWN which includes but not limits 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 etc. ● 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 with necessary training and advise 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 types 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/share holder vote collection, fund express maintenance & corp.
action handling.
Qualifications ● 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.
廣告
Wealth Business Services Officer 財富管理作業副理, Taiwan
Free
Wealth Business Services Officer 財富管理作業副理, Taiwan
Taiwan, 台北, 台北市,
發表 October 1, 2024
描述
聯繫雇主
雇主信息
HSBC is one of the world’s largest banking and financial services organisations. We serve around
52 million customers through four Global Businesses:
• Commercial Banking
• Retail Banking & Wealth Management
• Global Banking and Markets
• Global Private Banking
Our network covers 74 countries and territories in Europe, Asia-Pacific, the Middle East and Africa, North America and Latin America.
With around 6,200 offices worldwide, we aim to be where the growth is, connecting customers to opportunities, enabling businesses to thrive and economies to prosper, and ultimately helping people to fulfil their hopes and realise their ambitions.
Listed on the London, Hong Kong, New York, Paris and Bermuda stock exchanges, shares in HSBC Holdings plc are held by about 216,000 shareholders in 129 countries and territories.