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Fund Service Transfer Agency Manager

ExperiencedNo visa sponsorship
HSBC logo

at HSBC

Other

Posted 12 days ago

No clicks

**Fund Service Transfer Agency Manager** spearheads day-to-day Transfer Agency operations, ensuring accurate client and regulatory reports. This senior-level role within HSBC's Securities Services drives client relationship growth, champions process improvements, and collaborates cross-functionally. Key responsibilities include: - Overseeing operational efficiency and enhancing services - Building strong client relationships and resolving issues promptly - Initiating system updates and working with internal/external parties Candidates must hold a bachelor's degree, preferably in a business-related field, with extensive expertise in SITEs Transfer Agency operations and systems. Proficiency in English, strong communication skills, management capabilities, and relevant licenses such as Trust Level 3 are essential. Submit applications to Kelly Teng for internal consideration, all required licenses must be obtained.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
Not specified

Full Job Description

HSBC Corporate and Institutional Banking (CIB) is a markets-led, financing-focused business that provides investment and financial solutions. Within CIB, Securities Services provides robust and reliable solutions that help clients mitigate risk and enhance their performance. Working with institutional investors, banks, insurance companies, governments, and multinational corporations, Securities this team a range of fund administration, global custody, sub-custody and clearing, and corporate trust and loan agency services.

People Responsibility: No

Reports To: VP Fund Service Transfer Agency

  1. Ensure effective and correct Transfer Agency operations, and ensures the accuracy and timely dispatch of customer and regulatory reports.
  2. Foster positive client relationships.
  3. Problem solving on system or operation procedures. Improve standard of service and operation efficiency.
  4. Initiate system enhancement requirement and work with multiple internal/external parties.
  5. Speak up and timely escalation for process improvement as well as client issues.

  • Bachelor degree or above with major of business related.
  • Extensive knowledge and experience with SITEs Transfer Agency operations and systems.
  • Good command of English both in writing and speaking.
  • Good communication and management skills.
  • GPAD covered

  1. (Trust Level 3)

Please email the respective Kelly Teng as part of the Taiwan internal application process when submitting your application.

  1. If you have not been in the same position for 18 months, please provide line managers approval email.
  2. Have you obtained all required license(s) of the position you applied for, according to License Table? Please list out all the license(s) that you have obtained via e-HR screenshot and supplement any additional ones via HRDirect submission

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.

Fund Service Transfer Agency Manager

Compensation

Not specified

City: Not specified

Country: Not specified

HSBC logo
Other

12 days ago

No clicks

at HSBC

ExperiencedNo visa sponsorship

**Fund Service Transfer Agency Manager** spearheads day-to-day Transfer Agency operations, ensuring accurate client and regulatory reports. This senior-level role within HSBC's Securities Services drives client relationship growth, champions process improvements, and collaborates cross-functionally. Key responsibilities include: - Overseeing operational efficiency and enhancing services - Building strong client relationships and resolving issues promptly - Initiating system updates and working with internal/external parties Candidates must hold a bachelor's degree, preferably in a business-related field, with extensive expertise in SITEs Transfer Agency operations and systems. Proficiency in English, strong communication skills, management capabilities, and relevant licenses such as Trust Level 3 are essential. Submit applications to Kelly Teng for internal consideration, all required licenses must be obtained.

Full Job Description

HSBC Corporate and Institutional Banking (CIB) is a markets-led, financing-focused business that provides investment and financial solutions. Within CIB, Securities Services provides robust and reliable solutions that help clients mitigate risk and enhance their performance. Working with institutional investors, banks, insurance companies, governments, and multinational corporations, Securities this team a range of fund administration, global custody, sub-custody and clearing, and corporate trust and loan agency services.

People Responsibility: No

Reports To: VP Fund Service Transfer Agency

  1. Ensure effective and correct Transfer Agency operations, and ensures the accuracy and timely dispatch of customer and regulatory reports.
  2. Foster positive client relationships.
  3. Problem solving on system or operation procedures. Improve standard of service and operation efficiency.
  4. Initiate system enhancement requirement and work with multiple internal/external parties.
  5. Speak up and timely escalation for process improvement as well as client issues.

  • Bachelor degree or above with major of business related.
  • Extensive knowledge and experience with SITEs Transfer Agency operations and systems.
  • Good command of English both in writing and speaking.
  • Good communication and management skills.
  • GPAD covered

  1. (Trust Level 3)

Please email the respective Kelly Teng as part of the Taiwan internal application process when submitting your application.

  1. If you have not been in the same position for 18 months, please provide line managers approval email.
  2. Have you obtained all required license(s) of the position you applied for, according to License Table? Please list out all the license(s) that you have obtained via e-HR screenshot and supplement any additional ones via HRDirect submission

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.