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Job Details

HSBC logo
Investment Banking

Associate Director , Trustee Relationship Management, Pensions, Markets & Securities Services

at HSBC

ExperiencedNo visa sponsorship

Posted 17 days ago

No clicks

Team-lead role managing trustee relationship management for pensions clients including ORSO, PRF and MPF schemes. Responsible for day-to-day client relationship management, regulatory reporting coordination, liaising with internal legal/compliance teams, and supporting product/service launches. Will handle pension projects such as eMPF implementation and migration of ORSO administration to outsourcing providers, acting as the trustee-business project manager.

Compensation
Not specified

Currency: Not specified

City
Hong Kong
Country
Hong Kong

Full Job Description

Role Purpose

A Team Leader role to manage a team and handle day to day client management functions for Pensions client including Occupational Retirement Schemes (ORSO), Pooled Retirement Funds Schemes (PRF) and Mandatory Provident Fund Schemes (MPF) clients.

Principal Accountabilities:

  • Maintain a good relationship with ORSO and MPF clients
  • Communicate and coordinate with clients on regulatory reporting
  • Liaise with clients including internal relevant parties e.g., legal, compliance team to resolve clients’ requests or enquiries
  • Provide support to clients on new products or service launch
  • Handle pension projects including project coordination, liaison and execution, projects include eMPF and the migration of ORSO administration function to the outsourcing third party
  • Act as a project manager represents from trustee business perspective.

Knowledge & Experience / Qualifications

  • University degree holder
  • Must have solid pension related experience, including projects experience
  • Familiar with ORSO and MPF related Ordinance
  • Customer-focused and able to handle multiple tasks
  • Able to work under pressure and meet tight deadlines
  • Proficient PC skills especially on Powerpoint
  • Good interpersonal and communication skills, including excellent written and spoken Chinese and English, and Putonghua is a plus
  • Self starter, flexible and a good team player.

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-

Job Details

HSBC logo
Investment Banking

17 days ago

clicks

Associate Director , Trustee Relationship Management, Pensions, Markets & Securities Services

at HSBC

ExperiencedNo visa sponsorship

Not specified

Currency not set

City: Hong Kong

Country: Hong Kong

Team-lead role managing trustee relationship management for pensions clients including ORSO, PRF and MPF schemes. Responsible for day-to-day client relationship management, regulatory reporting coordination, liaising with internal legal/compliance teams, and supporting product/service launches. Will handle pension projects such as eMPF implementation and migration of ORSO administration to outsourcing providers, acting as the trustee-business project manager.

Full Job Description

Role Purpose

A Team Leader role to manage a team and handle day to day client management functions for Pensions client including Occupational Retirement Schemes (ORSO), Pooled Retirement Funds Schemes (PRF) and Mandatory Provident Fund Schemes (MPF) clients.

Principal Accountabilities:

  • Maintain a good relationship with ORSO and MPF clients
  • Communicate and coordinate with clients on regulatory reporting
  • Liaise with clients including internal relevant parties e.g., legal, compliance team to resolve clients’ requests or enquiries
  • Provide support to clients on new products or service launch
  • Handle pension projects including project coordination, liaison and execution, projects include eMPF and the migration of ORSO administration function to the outsourcing third party
  • Act as a project manager represents from trustee business perspective.

Knowledge & Experience / Qualifications

  • University degree holder
  • Must have solid pension related experience, including projects experience
  • Familiar with ORSO and MPF related Ordinance
  • Customer-focused and able to handle multiple tasks
  • Able to work under pressure and meet tight deadlines
  • Proficient PC skills especially on Powerpoint
  • Good interpersonal and communication skills, including excellent written and spoken Chinese and English, and Putonghua is a plus
  • Self starter, flexible and a good team player.

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-