Funds Dealing Specialist
HSBC Group
Geneva, Switzerland
vor 6 Tg.

Description

Some careers open more doors than others.

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.

4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals.

We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.

We are currently seeking an ambitious individual to join our Wealth and Personal Banking team, working together with colleagues to define, manage and achieve divisional business targets.

In this role, you will :

Ensure optimal execution of funds orders. Dealing officer work closely with other Funds department in order to ensure good follow up of dealing execution

Impact on the Business

  • Delivers day-to-day workload on time and to the standard requested by manager. Meets commitments made to colleagues. Understands and ensures completeness of daily tasks and controls
  • Ensures that their time is used effectively and efficiently. Supports cost saving and efficiency efforts
  • Plans and meets deadlines consistently, Anticipates and addresses potential barriers or issues that could impact the delivery or service that they offer
  • Knows, draft and keep procedures and DIM up-to-date
  • Ensure good execution of orders placed by Front Office by following internal / external rules
  • Generate Fax Dealing instructions (via automatic or manual process)
  • Close follow-up of pending orders with Fund Administrator, Fund Manager or external counterparts
  • Answer questions from internal / external counterpart with accuracy and in a timely manner
  • Verify that order comply with Dealing rules and make sure all appropriate controls are in place
  • Identify and correct any mistakes detected during the execution process
  • Identify and raise any issues detected to management in a timely manner. Pro-actively participate to define new mitigation point to put in place if need be
  • Ensure that we have proper hardware / software to conduct the Dealing activity
  • Customers / Stakeholders

  • Strives to be helpful when responding to, or dealing with clients. Perseveres to try to resolve issues and provide solutions
  • Maintains professionalism in difficult conversations and escalates issues if necessary
  • Leadership & Teamwork

  • Ensures that their manager meets with them on a one-to-one basis as required, and gives support required for task performance and development of relevant skills.
  • Communicates their activities and achievements to manager. Contributes fully to HR processes (e.g. self-appraisal, as required by manager.)

  • Sets own individual SMART goals that accurately reflect performance required of them
  • Immediately escalates business and people issues as well as incident and operational errors to the line manager. Participates to the elaboration and implementation of solutions and mitigation actions
  • Develops respectful, helpful and professional relationships both within the department Operations and within the Bank to resolve problems swiftly and professionally, promotes work efficiency, achieves high productivity and delivers high quality services
  • Provides continuous and pro-active support and encouragement to junior team members
  • Assists and provides training to new team members, learns different tasks of the team, back up to other team members to ensure appropriate polyvalence and coverage
  • Ensures a timely turnaround for all internal and external client queries and requests. Acts consistently in a way that promotes HSBC as a client-focused organization
  • Major challenges

  • Demonstrates willingness to bring ideas to the table and proposes workable solutions where improvements are needed
  • Reacts positively to changes
  • Remains client driven while protecting the bank from risk and maintains effective control standards
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