1. 海外子公司財務會計帳務審核及稽查。
2. 各項財務相關分析及報表,並對管理階層作報告。
3. 會計師查核資料審閱、分析、追踪。
4. 提供並分析其他管理決策所需之管理會計資訊。
5. 協調並進行跨各部門溝通,有效落實制度、辦法與規章。
6. 每年度定期至各子公司實地稽核、審查。
Job Description
1.Overseas subsidiary financial accounting and audit.
2.Conduct various financial analyses and prepare reports for senior management.
3.Review, analyze, and track data for auditing by accountants.
4.Provide and analyze management accounting information required for other managerial decisions.
5.Coordinate and facilitate communication across departments to effectively implement policies, procedures, and regulations.
6.Conduct periodic on-site audits and reviews at each subsidiary every fiscal year.
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
Job Summary:
Covers operations and related activities. Provides operational support to the asset management business and/or products.
Provides post-sale technical customer service to business or end-consumer customers via phone, online chat, or text including: Responding to a high volume of low complexity technical inquiries (e.g., equipment or software installation/activation/troubleshooting, providing technical product specifications & information on compatibility with other products, etc.). Providing responses to customer inquiries based on pre-determined scripts and other response guidance tools. Recommending alternative products or services (e.g., warranties) as part of customer issue resolution. Perform AML/KYC monitoring.
Who we are:
With over $1.9 trillion of assets under management, Invesco is one of the world’s leading global investment management firms, headquartered in Atlanta, GA. Spreading across 26 countries and with over 8400 dedicated employees, we are driven by trust and care. As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life.
To support effective management of Transfer Agency (TA) operations, with a primary focus in client servicing and ensuring compliance with Anti-Money Laundering (AML) regulations. This role is responsible for maintaining service excellence, implementing company policies, and supporting risk mitigation efforts.
Key Responsibilities / Duties:
Perform daily TA operational tasks accurately and efficiently.
Support the implementation of TA team objectives, policies, and procedures.
Deliver high-quality service to clients and respond to inquiries in a timely manner.
Ensure adherence to AML policies and procedures, including transaction monitoring and client due diligence.
Adhere to operational procedures and internal controls to mitigate risk and ensure regulatory compliance.
Collaborate with internal stakeholders and external service providers to resolve issues and client inquiries.
Participate in and support ad-hoc projects and initiatives as assigned, including process improvements and system enhancements.
Work Experience / Knowledge:
Bachelor’s degree in Finance or Business area of concentration
3-5 years of relevant experience in SITE industry, with exposure to TA operations and AML practices.
Strong communication and interpersonal skills, especially in client-facing environments.
Solid understanding of AML regulations and TA operational workflows
Good organizational skills and problem-solving abilities
Good command of written and spoken English
Detail-oriented with a proactive and collaborative mindset
SITE/SICE licenses required
Our benefit policy includes but not limited to:
21 days of Annual Leave
Learning and development programs
Health & wellbeing benefits
Parental Leave benefits
Employee stock purchase plan
How to Apply:
Apply for the role directly here or at Invesco Careers: Careers at Invesco | APAC.
To know more about us:
About Invesco: https://www.invesco.com/corporate/en/home.html
About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html
About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html