Deputy Manager

At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.

International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Global 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. 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. 

People responsibility: N
Reporting to: to SVP, Head of Fund Operations

Role Purpose
處理基金事務各類事項,參與/管理部門專案,並維持與提升客戶服務品質

In this role, you will:

基金募集發行、申購、買回、收益分配、股務相關作業客戶開戶、資料維護、洗錢防制相關作業FATCA、CRS、稅務、申報相關作業一般事務性工作及專案任務支援

Skills Requirements

大學以上,商學、會計、財務金融、經濟學相關系所畢業具投信投顧後台基金事務作業及相關專案管理經驗者佳熟悉國內相關法令規定,並能獨立作業細心、認真負責具良好溝通技巧,主動維持良好的客戶服務品質英文溝通能力(聽說讀寫)佳

License/Qualification Requirement  

符合投信投顧業務人員資格,具投信投顧相關證照 (投信投顧業務員、證券商高級業務員、金融市場常識與職業道德、投信投顧相關法規(含自律規範)等)

※ Applicants passing resume screening will be notified for interview and next steps. There will be no further notification or message for applicants either not qualifying for or not being selected for the position applied.  

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