Manager - Funds and Discretionary Services - Global Private Banking
HSBC Group
New Territories, Hong Kong, Asia Pacific

Manager - Funds and Discretionary Services - Global Private Banking : 0000FPD3


The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at HSBC.

As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey.

If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.

Some careers grow faster than others.

If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential.

Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world.

At HSBC Private Bank, we put our clients at the centre of everything we do.

We are currently seeking a high calibre professional to join our team as a Manager - Funds and Discretionary Services .

Principal Responsibilities

  • Manage fund house documentation to prepare distribution agreement
  • To handle due diligence questionnaire from fund houses and transfer agents
  • Manage the process of account opening with fund houses and custodians
  • Monitor the service level from fund houses and custodians
  • To support fund code creation process and maintenance
  • To support in fund operations
  • Requirements

  • Excellent knowledge of the market and banking products across all related asset classes
  • Solid experience in Funds operations
  • Familiar with the securities market and banking practice
  • With experience in handling AML / KYC
  • Good problem solving skills
  • Ability to meet tight deadlines
  • Good interpersonal relationships and communication skills with proficiency in English and Chinese
  • You’ll achieve more when you join HSBC. / careers

    HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.

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