Head of Investments Operations - HSBC Life
HSBC Group
Hong Kong, China


Join our fast-growing Asia WealthManagement teams

HSBC Life is a world-classinstitution where you can specialise in Insurance but enjoy the advantages thatcome with being part of a leading global international bank.

Insurance is aboutpeople, and the promises they make. At HSBC Life we help deliver on thesepromises by providing a wide variety of life insurance products and services toour clients throughout the Asia-Pacific region.

Our employees enjoy a dynamic and innovative workplace and a world ofopportunities to develop their careers in a high-profile growing businesssegment.

We empower our team of high-performing individuals to build skills andexplore new experiences to realise the full potential of being part of HSBC.

Together we pursue efficient ways of working. We harness the latest data andtechnology solutions to achieve meaningful outcomes for our clients.

Theprotection we offer creates broad and lasting impact, helping clients to behealthier, more productive and more confident in their futures.

We are currently seeking a highcaliber professional to join our team as Headof Investments Operations .

Principal responsibilities

Under guidance of GI COO Balance Sheet Optimisation, work for the implementation of the Investment Operations model, informed by the Group strategy and an understanding of the business globally and the external environment

Define future capabilities required by the function to drive investment operations towards its desired operating model, ensuring the model is maintained and updated as required

In partnership with Entity COOs, drive a common Target Operating Model for entity Investment Operations

Represent Investment Operations interests in Group COO strategy definition and resulting initiatives

Working with COO community and Group Investment, drive the transformation of Investment Operations through the execution of Global Function strategy and Global Standards

Engage with stakeholders across Group BSO, Group Investment COO Community, HSBC Global Asset Management, HSBC Securities Services, as well as Insurance Finance, Risk, and Actuarial functions at global and local level to translate Investment Operations functions and Global Standards into effective global execution strategy and implementation plans, identifying potential cross-

group and local impacts

Drive a focus on creating sustainable change, with a consistent approach

Engage various stakeholders required to mobilise the execution strategy and implementation plans

Under guidance of the GI COO Balance Sheet Optimisation and in partnership with Group Investment, ensure effective governance structures are in place to enable oversight, control and monitoring of strategy execution and implementation plans

Drive Operational Risk Management for Investment and Investment Operations Functions globally

Ensure effective governance structures, infrastructure and processes are in place across Insurance entities


Undergraduate or post-graduate degree in Finance, Risk, IT, Operations or a related field

Formal operations, finance or investment management, for example, CFA, CIPM, qualifications are desirable

Extensive experiences with buy side investment operation processes, prior experience with multinational insurance companies is a big plus

In depth understanding in end-to-end buy side trade process, front office, middle office, back office. Also understand the internal and external relationship with fund managers, investment accounting, custodian services, brokerage counterparties, and external fund managers.

Ability to understand and develop a target operating model and recommend enhanced trade processes to improve effectiveness from cost and efficiency perspectives.

Experiences in different investment operating models, in-house management, outsourcing or hybrid model on a global basis.

Detailed expertise and knowledge in relation to investment operations and processes

In depth knowledge of investment systems including functionally, operationally and financially

Understanding of key features and risk return profiles of global asset classes and instruments, including plain vanilla instruments such as cash equity and fixed income, as well as derivatives

Practical experience of major business transformation with global project management experience

Experience of working across cultures

Ability to articulate complex and sensitive information and situations in meaningful and easily understood terms

Understanding of the HSBC Group and its strategy, structures and processes

Knowledge of the external environment including regulatory, political, competitor and market

You’ll achieve more when you joinHSBC.

Candidate with less relevantexperience or skills may be offered a lower Global Career Band than statedabove.

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

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