【加入滙豐 成就職涯】
我們理想遠大,加入滙豐,您將成就更多!
如果您正在尋找能讓你更加突出的事業,加入滙豐,發揮您的潛能,讓您更加耀眼。
If you're looking for a career that will help you to stand out, join HSBC and fulfill your potential.
HSBC作為全球最大金融服務機構之一,我們不僅提供多樣化的金融商品服務,也提供跨國多元之職涯發展機會。不論您現在正在尋找工作機會、或者渴望未來轉換職涯跑道,我們誠摯歡迎對金融產業有熱情、有抱負的您加入HSBC Taiwan Talent Community,接收HSBC第一手職缺及職涯相關消息!
請立即複製以下連結,註冊加入HSBC Taiwan Talent Community!
https://mycareer.hsbc.com/en_GB/talentcommunity?pipelineId=2455
國際財富管理暨卓越理財事業處運用HSBC個人金融專業與財富管理的能力,提供全面性的世界級個人金融解決方案給上百萬的客戶。驅動全世界各主要市場的成長。此事業處包含個人金融、財富管理、保險與資產管理,透過以客戶為中心的定位,創新有效的通路,將我們客戶的經驗差異化,提供領先市場的個人金融暨財富管理解決方案。
People responsibility: N
Report to: SVP Channel Management
Job Content:
1. SN產品參數建檔與維護,並提供DnA , 協助理專同仁掌握客戶的投資部位資訊。
2. 協助彙整、核對各家發行機構的產品相關通知,確保資料正確並提供 DnA製作前線通知。
3. 協助彙整、核對最終產品說明書/投資人須知,確保產品條件無誤,提供後台寄送交易文件。
4. 其他協助前線同仁的產品相關事項。
將學到的知識與經驗:
1. 跨部門協助與溝通: 與發行機構、交易室、前線同仁、後台作業部門建立高效的溝通與合作。
2. 產品週期管理: 深入了解結構型產品的發行到到期的完整營運流程。
3. 風險管理與數據準確性: 掌握金融商品中,產品條件與資料核對與維護的關聯性與重要性。
【加入滙豐 成就職涯】
我們理想遠大,加入滙豐,您將成就更多!
如果您正在尋找能讓你更加突出的事業,加入滙豐,發揮您的潛能,讓您更加耀眼。
If you're looking for a career that will help you to stand out, join HSBC and fulfill your potential.
HSBC作為全球最大金融服務機構之一,我們不僅提供多樣化的金融商品服務,也提供跨國多元之職涯發展機會。不論您現在正在尋找工作機會、或者渴望未來轉換職涯跑道,我們誠摯歡迎對金融產業有熱情、有抱負的您加入HSBC Taiwan Talent Community,接收HSBC第一手職缺及職涯相關消息!
請立即複製以下連結,註冊加入HSBC Taiwan Talent Community!
https://mycareer.hsbc.com/en_GB/talentcommunity?pipelineId=2455
Digital Business Services is a pivotal part of the Group, providing essential operational and technical support to our global businesses and helping improve customer service and efficiency. Digital Business Services combines global expertise and technology to help keep us ahead of the competition.
- People responsibility: N
- Report to : Payment Service Manager
- Job Content :
● 準確且快速的確保所有匯入匯出款交割品質
● 遵守公司所有相關規定以執行相關工作
● 熟悉內部相關系統以確保提供最佳服務
● 提供專業且親切的服務給顧客
This position oversees the digital client experience for retail and wealth products. The individual in this role is responsible for designing, managing, and implementing end-to-end client journey-related policies and processes. The goal is to ensure that relevant policies are effectively executed and to enhance client satisfaction.
Job Overview:
● Ensure timely and accurate product management and well-launched.
● Deliver the insightful valued add to assist business for better upgrade and implementation.
Job Responsibilities:
● Drive investment product business and deliver target budget and growth
● Support team to conduct product survey, selection, launch and promotion and deliver necessary product training to the front line
● Monitoring investment product daily operation process including trouble shooting/procedure/operation/system issues and communication with internal and external counter parties.
● Project management and execution
● Coordinate a broad range of operation with related parties, including Product manager, Sales, Risk, Digi, IT and Ops to assist project development and to satisfy the expectation of customers and to ensure compliance of the Bank policy and regulation requirement.
● Work with regional project team to provide country customization requirement.
● Proactive in meeting arrangement and resource planning
● Controlling in time management and analyzing project risk
● Optimizing and improving processes and the overall approach where necessary
● Monitoring project progress and hold a regular meeting to update stakeholders.
● Review and develop product sales process to make it streamlined with cost efficiency and in line with operation procedure and complied with internal and external guideline.
● Support product managers’ marketing efforts by identifying and highlighting top performing funds or products, or researching relevant market information.
● Work with regional product for any product enhancement or new initiative project.
● Adhere to all relevant external regulatory and internal compliance requirement.
As a Core Operations - Associate in our Asset Management Operations team, you will be responsible for managing daily tasks, including regulatory reporting for onshore funds and account maintenance for diverse market investments. You will play a vital role in managing daily operations and ensuring efficient financial processes. You will collaborate with us to drive operational success and contribute to our achievements in the financial services industry. In this role, you will also engage in distribution activities, maintain communication with external parties (e.g. local and global custodians, Fund Accounting vendor, Auditors), and assist in preparing essential financial documents.
Job responsibilities
• Handle daily mutual fund / segregated mandate / ETF operations and adhere to deadlines.
• Collaborate with fund accountants for regulatory reporting.
• Engage with portfolio managers in Distribution activities and maintain external communications.
• Assist in preparing audit schedules, compliance reports, tax returns, financial statements, or other reports.
• Coordinate with internal parties / external vendors to resolve operational challenges.
• Open and maintain investment accounts for new or renewed funds.
• Review client agreements for accurate fee calculations and invoicing.
• Ensure robust controls are in place for operational processes.
• Support the team in achieving strategic objectives.
• Foster cross-functional relationships to enhance collaboration.
• Adapt to changes and embrace cross-functional rotations.
pls also apply the role via below link:
https://jpmc.fa.oraclecloud.com:443/hcmUI/CandidateExperience/en/job/210674664/share/300077073662915?utm_medium=jobshare&utm_source=Internal%20Job%20Share
1. Prepare timely, comprehensive, and reliable credit risk reports on monthly basis, as well as for forecasting & planning with risk assumptions by evaluating portfolio statistics and presenting to local management and HQ.
2. Provide support on process and policy related to risk, as well as the pricing for new or existing product based on loss assumptions and product risk assessments.
3. Establish and review risk policies, guidelines, and procedures that will foster company's sales potential balancing with risk management goals.
4. Conduct annual validation both quantitatively and qualitatively on scorecard and risk parameters (PD & LGD) with performing recalibration if needed.
5. Vehicle residual value monitoring and analysis in proper presentation to steer the residual value risk and product. Provide support on auction price setting.
6. Maintain and analyze the risk monitoring report on active portfolio to review asset quality and perform various risk studies for risk steering and recommendations to Senior Management.
7. Review and analyze the delinquent portfolio to identify key factors and lessons on reducing or preventing bad debt losses.
8. Responsible for system projects to mitigate credit risk of credit portfolios. Manage various decision engines for consistent policy execution and operation efficiency.
9. Ad-hoc tasks
Digital revolutions are set to change the way we live, work and play. That’s why we’ve spared no effort in ensuring we are at the forefront of this new generation.
Digital Banking focus on creating innovative products and services to integrate banking into our customers' digital lifestyle.The Digital Banking team plays an instrumental role in DBS's push in the innovation space. We lead the digital strategy for consumer banking and create innovative products and services to integrate banking into our customers' digital lifestyle.
Key Responsibilities
As the Digital Business Planning Manager, you will play a key role in supporting the development of business strategies, digital business planning and help drive momentum for initiative delivery.
Business Reviews & Performance Reporting: Lead the preparation of regular business review materials for senior management. Gather and analyze data to generate performance summaries and insights. Translate complex updates into clear and action-oriented reporting.
Strategic Planning & Execution Support: Assist in formulating digital strategies aligned with the broader consumer banking objectives. Support for business review, KPI review and budget planning.
Initiative Management & Cross-functional Collaboration: Maintain an integrated view of all major digital and consumer banking initiatives. Consolidate updates across departments and support initiative owners with progress tracking.
Data Analysis & Strategic Support: Conduct research on KPIs and prepare for actionable items based on customer insights and market trends. Identify untapped opportunities and work closely with stakeholders to create and drive the customer engagement strategy using all channels of communication to deliver a contextual, personalized and relevant experience.
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
Report to: VP, Investment Support Lead
Job Contents:
- 報表彙整與管理
- 熟悉財金相關系統操作如Bloomberg, CMoney等
- 熟悉投信法規
- 擅長跨部門協調溝通
- 具備財金投資相關專業知識
To act as a Team Leader and / or Team Member on assigned audit work involving Taiwan across the Group.
To act as Team Leader and / or Team Member and take responsibility for overseeing the planning and execution of the audit, maintaining the audit budget, including drafting of audit issues and the audit report.
To ensure that assigned audit work is executed in an efficient and effective manner, within the given budget and timelines, and in line with GIA methodology standards.
To clearly explain the risks and impact of issues identified during testing to GIA and business management.
The individual may support in department wide exercises such as annual planning, risk assessment and training.
To actively manage relationships with senior auditee management and stakeholders.
Issue validation: Ensure that all audit issue action plans agreed during audit fieldwork are tracked through to completion in accordance with methodology requirements.
• Assist in the preparation of BRD and FSD process for waterfall methodology
• Participate in agile ceremonies (Daily stand-ups, sprint planning, review, retrospectives) to algin testing with development goals
• Prepare test strategy, test plan and test cases according to the requirement obtained from stakeholders including product owners and IT team
• Support user acceptance testing (UAT) and provide guidance to business users ensure testing completion in a timely manner
• Log defects with clear reproductions steps, severity, priority and supporting evidence in ADO and keep track of the status
• Prepare test reports, defect metrics, and quality dashboards for management reviews
• Mentor junior tester and share knowledge of testing best practice
• Ad-Hoc Task
【加入滙豐 成就職涯】
我們理想遠大,加入滙豐,您將成就更多!
如果您正在尋找能讓你更加突出的事業,加入滙豐,發揮您的潛能,讓您更加耀眼。
If you're looking for a career that will help you to stand out, join HSBC and fulfill your potential.
HSBC作為全球最大金融服務機構之一,我們不僅提供多樣化的金融商品服務,也提供跨國多元之職涯發展機會。不論您現在正在尋找工作機會、或者渴望未來轉換職涯跑道,我們誠摯歡迎對金融產業有熱情、有抱負的您加入HSBC Taiwan Talent Community,接收HSBC第一手職缺及職涯相關消息!
請立即複製以下連結,註冊加入HSBC Taiwan Talent Community!
https://mycareer.hsbc.com/en_GB/talentcommunity?pipelineId=2455
國際財富管理暨卓越理財事業處運用HSBC個人金融專業與財富管理的能力,提供全面性的世界級個人金融解決方案給上百萬的客戶。驅動全世界各主要市場的成長。此事業處包含個人金融、財富管理、保險與資產管理,透過以客戶為中心的定位,創新有效的通路,將我們客戶的經驗差異化,提供領先市場的個人金融暨財富管理解決方案。
工作內容:
1. 提供顧客優質服務, 支援並與理財業務團隊合作以達成銷售目標
2. 發掘潛在業務機會與客戶服務需求
3. 轉介潛在客戶予業務人員
4. 處理帳戶服務, 貸款作業, 及現金/非現金交易
5. 處理客戶服務相關問題
6. 減少臨櫃交易並增加自動化系統交易處理比例
Deliver the E2E WRB High-Net-Worth Client Onboarding services, with a focus to provide superior client experience under standard process/operating model, and adequate controls and governance at country.
• Collaborate with business teams/control partners supported with robust technology solutions to achieve best-in-class HNW E2E Client Onboarding Experience (incl. origination, CDD & account setup)
• Work with business/operation leadership team and consult with Group CoEs, to manage/provide cross-functional, cross-process outcomes.
1. Review performance and portfolio analytics for use in client reports.
2. Attend to queries on fund and/or benchmark returns, asset returns or attribution results.
3. Attend to requests from fund managers, client portfolio managers, sales & marketing on performance and attribution
4. Produce peer fund comparison analysis based on Morningstar Direct
5. Provide support to the Transition team and the Sales team for all transition activities (onboarding of new funds, asset transfer, fund termination, etc.)
6.Manage the performance-specific change process with our partners (includes raising change requests, follow-up, testing and validation)
7.Maintain the list of GIPS® composites and provide assurance that the firm complies with the GIPS® standards
8. Maintain stakeholder relationships and manage expectations.
9. Identify and execute continuous process improvement and automation.
10.Maintain portfolio data to ensure accurate performance calculations.
Business Function
Risk Management Group works closely with our business partners to manage the bank's risk exposure by balancing its objective to maximise returns against an acceptable risk profile. We partner with origination teams to provide financing, investments and hedging opportunities to our customers. To manage risk effectively and run a successful business, we invest significantly in our people and infrastructure.
Responsibilities
-Analyze and monitor the credit portfolio of the Consumer Banking segment, ensuring adherence to risk management policies and guidelines
-Conduct in-depth credit risk assessments, including portfolio analysis, trend identification, and early warning signal detection
-Collaborate with cross-functional teams to develop and implement strategies for portfolio optimization and risk mitigation
-Provide timely and insightful reporting on portfolio performance, highlighting key risks and opportunities
-Contribute to the development and enhancement of credit risk models, methodologies, and tools
-Participate in the review and approval of credit proposals, ensuring alignment with the bank's risk appetite
-Stay abreast of industry trends, regulatory changes, and best practices in credit portfolio management
Requirements
-Relevant university degree in Finance, Economics, or a related field
-Minimum 3-5 years of experience in credit risk management, portfolio analysis, or a similar role
-Strong analytical and problem-solving skills, with the ability to interpret complex data and draw meaningful insights
-Proficient in the use of data analysis tools and techniques, such as Python, Excel, SQL, and statistical software
-Excellent communication and presentation skills, with the ability to effectively convey complex information to stakeholders
-Demonstrated understanding of credit risk management principles, portfolio management, and regulatory requirements
-Ability to work collaboratively in a team environment and contribute to cross-functional initiatives
Business Function
As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you.
Key Accountabilities:
• To enhance consumer banking sales incentive scheme through business strategy and data analysis. (including wealth management, secured loan, credit card and unsecured loan)
• To design and execute CBG sales incentive program with business driver and governance approach
• To provide support to business partners to help business growth, and front-line sales communication.
• To provide the related data source and propose / report to management for business action.
• To ensure timely delivery of sales incentive on monthly / quarterly basis.
• To analyze and tracking sales performance.
• To communicate with regional and cross functional teams.
• To support integration project