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Business and Intermediary Operations Officer, Pensions
1 week ago
Some careers open more doors than others.
If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC's worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC's clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight. As at 31 December 2023, HSBC Asset Management managed assets totalling US$707bn on behalf of its clients.
We are currently seeking a high calibre professional to join our team as a Business and Intermediary Operations Officer .
Principal ResponsibilitiesThe Business and Intermediary Operations Officer will support the team by managing various administrative and operational tasks, with a specific focus on facilitating client onboarding processes within the Pensions business. This role is essential for ensuring a smooth transition for new clients and effectively assisting managers in day-to-day operations.
- Provide administrative assistance to the team, including scheduling meetings, managing documents, and coordinating events.
- Maintain accurate records of team activities and ensure that all documentation is organized and up to date.
- Maintain and observe HSBC internal control standards, implement and observe Group Compliance Policy, including the timely implementation of recommendations made by internal/external auditors and external regulators.
- This role will support Pensions on ad hoc projects.
- Assist in collecting, analysing, and reporting operational data to support decision-making processes.
- Monitor and track key performance indicators (KPIs) related to intermediary operations, providing insights to management as needed.
- Assist in coordinating the onboarding process for new pension clients, ensuring a smooth and efficient transition.
- Prepare onboarding documentation and materials, ensuring all necessary information is accurately conveyed to new clients.
- Support the onboarding team by conducting introductory sessions or meetings with new clients to explain processes, answer questions, and provide guidance on utilizing available resources.
- Serve as a point of contact for intermediaries, addressing inquiries and ensuring timely communication regarding operational matters.
- Support onboarding processes for new intermediaries, assisting in the provision of necessary documentation and resources.
- Liaise with Risk and Control parties to seek appropriate clearance and approval.
- Supervise business reviews conducted by various internal/external parties and implement any rectification.
- Contribute to the development and implementation of standard operating procedures (SOPs) to streamline workflows and enhance team efficiency.
- Identify areas for improvement in daily Pensions operations and communicate these recommendations to management.
- Responsible for driving and delivering changes on Pensions sales process to enhance customer experience, shorten onboarding process, improve sales productivity, and ensure compliance with relevant regulatory and Group requirements.
- Drive project delivery proactively, balancing planning, scope, schedule, budget, communications, and risks.
