Fund Service Transfer Agency Officer

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 business performance. Working with institutional investors, banks, insurance companies, governments, and multinational corporations, this team covers 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

Job Contents

1. Ensure effective and correct operation of TA activities.

2. Foster positive client relationships.

3. Problem solving on system or operation procedures. Improve standard of service and operation efficiency.

4. Safeguards the Bank from potential loss.

5. Ensure staff to receive adequate and sufficient training and development opportunity.

Skills Requirements

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

License/Qualification Requirement

1. 信託業管理人員 (Trust Level 3)
2. 銀行內部控制與內部稽核測驗
3. 金融市場常識與職業道德