**Wealth Business Service Officer**
Manage operational processes for diverse क्ल ///<CL///>.transaction types, authorize transactions, and maintain customer accounts while adhering to BIM, MOF, and CBC FEX rules. Collaborate with teams to ensure timely and accurate handling of tasks, providing necessary training and support to junior staff. Offer excellent customer service and interpret customer requirements for various investment products. Requires university degree, professional banking knowledge, Trust License levels 3 and 4, internal control license, and proficiency in English. Familiarity with banking systems, project management skills, and investment procedures is essential.
Full Job Description
Group Chief Operating Office is a pivotal part of the Group, providing essential operational and technical support to our global businesses and helping improve customer service and efficiency. Group Chief Operating Office combines global expertise and technology to help keep us ahead of the competition.
People responsibility: N
Report to : VP Wealth Business Services
- To perform operation process for all possible transaction types in HSBC TWN which includes but not limits to account services, operation support, account investigation, mutual fund subscription, SN, ETF, Secondary Bond, Onshore/Offshore Bond Transfer, switch, redemption, allotment, dividend allocation, distribution, Fund house operation coordination, Regulation official letter handling, Trust related taxation reporting, and quality management, audit confirmation process etc.
- To authorize transactions and customer's account maintenance, within limits to comply with BIM,MOF, and CBC FEX rules/regulations.
- To get familiar with different system, understanding objectives and to setting priorities to get jobs done efficiently and effectively.
- To ensure all maintenance/transactions are appropriately authorized and handled timely & accurately by providing with necessary training and advise to junior staff.
- To provide excellent customer services to customers/colleagues with professional, pleasant and delivered and performed efficiently and professionally.
- To clarify customer's requirement on each types of maintenance in investment products.
- To perform first checking on transactions and support documents to comply with BIM,MOF related regulations and verify vouchers under authorized limits.
- To update funds on/off the shelf, website fund data maintenance, NAV updates/short trade/share holder vote collection, fund express maintenance & corp. action handling.
- University or above.
- Sufficient foreign Exchange regulation knowledge and Trust regulations.
- With professional banking knowledge.
- Familiar with banking systems.
- Project Management skill.
- Familiar with investment procedures and banking system.
- Fluent in English speaking and writing.
- Trust License-Level 4 and 3 are required.
- Internal control license.
Please email the respective TA Partner Kelly Teng(kelly.y.l.teng@hsbc.com.tw) as part of the Taiwan internal application process when submitting your application.
- 18If you have not been in the same position for 18 months, please provide line managers approval email.
- License TableHave 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.
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.
