Associate Wealth Management Client Service Specialist
2 days ago
Some careers shine brighter than others If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. 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. 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. International Wealth and Premier Banking provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world's most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. We are currently seeking a high calibre professional to join our team as a Wealth Services Associate. In this role you will 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 To be successful you will need 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 Opening up a world of opportunity www.hsbc.com/careers HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. Issued by The Hongkong and Shanghai Banking Corporation Limited. https://www.youtube.com/embed/QmZ7Un5gR8c?si=LCa6slfBqlUlxUE-
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Wealth Management Operations Specialist
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Wealth Management Operation Officer
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Wealth Management Client Relations Associate
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Wealth Management Client Service Specialist
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Hong Kong, Hong Kong SAR China Citi Full timeAt Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them...
